We practice the generosity we preach
Who you partner with matters. We know it’s not easy to find a wealth management firm you can fully trust, or one that shares your Kingdom values.
Our radical giving commitment
Since 2023, Seek First has given away 100% of our firm’s profits to charity each year. We’re not in this business to accumulate; we’re here to help families like yours live with open hands.
The story behind the
Seek First Foundation
In addition to direct financial giving to outside causes, we fully fund the Seek First Foundation out of our firm’s profits. The Foundation serves as our ministry arm, designed to equip believers across the Bay Area with professional, Biblically grounded financial wisdom.
Through the Foundation, we provide financial education, stewardship training, and practical resources to help local Christians optimize their God-given resources, live with radical generosity, and accelerate the mission of the local church.
This ministry allows us to provide decades’ worth of specialized wealth wisdom to local Christian families and churches with zero fees, zero fundraising, and no strings attached.
The Kingdom impact
When you work with Seek First, you aren’t just hiring an advisor. You’re fueling a movement of generosity across the Bay Area.
Ready to experience what faith-guided financial planning feels like?
We work with families who have more than $1 million in investible assets and are looking for a long-term, high-trust advisory relationship.
If that sounds like you, let’s start with a conversation.
