A regular search for a retirement planner gives you credentials, firm names, and maybe a headshot. What it cannot give you is any sense of whether the person across the table shares your faith or thinks about money the way you do. That gap is exactly what this page exists to close.
Every retirement planning professional listed here signed our statement of faith to join. A genuine confession of Jesus as Lord. Not a marketing badge, not a filter we invented to sound trustworthy. We reach out to welcome most new listings with a phone call and pray for the owner right there on the line, a real hello and nothing more. The work after that belongs to them, and the judgment belongs to you.
We do not sit in on client meetings. We do not grade anyone's financial advice or pretend we could. Honestly, a retirement planner's real auditor is the client who trusted them with thirty years of savings and came back to leave a review. That is where you learn whether someone listens carefully, explains fees without flinching, and earns the kind of referral that comes from a friend, not a sponsored link.
Coverage here is solid. Real choices, not a single name you take or leave because nothing else showed up. A planner who frames your retirement as stewardship rather than pure optimization is worth finding. These are the ones who said so, in writing, before they ever appeared on this page.
States with listings
Listings (43)
Revolution Financial Management
Jesse Shogren-Financial Professional, New York Life
Reformed Finance
Logan Colwell, Financial Advisor with Eckman Wealth Management
Help Not Sell - Insurance Agency
Equitable Advisors
LifeChanger$ Insurance Agency
HarvestWise Wealth Planning
Patrick Jackson - Oklahoma Farm Bureau Insurance
One Pacific Financial Strategies - Bar De Leon
Dave Czarnecki - Financial Advisor - Northwestern Mutual
He owns it all! Psalm 24:1 The earth is the Lord's, and the fulness thereof; the world, and they that dwell therein.
Frequently asked questions
What does it mean for a planner to be listed here?
It means the owner signed our statement of faith, confessing Jesus as Lord. We also call most new listings to welcome them and pray for them on that call, a hello, not a vetting process. We do not evaluate the quality of their financial advice.
How do I know which planner is right for me?
Start with the reviews. Clients who have actually worked with a planner are your best source on whether that person listens well, explains costs clearly, and follows through. The listing gets them in front of you; the reviews help you decide.
Do Christian retirement planners handle the same services as anyone else?
Yes. Faith-based does not mean a narrower menu. Most planners listed here cover the full range: income planning, investment allocation, Social Security timing, estate coordination, and more. Ask about their specific specialties on the first call.
Can I bring faith-based financial goals into the conversation?
That is often exactly why clients seek out a planner here. Goals like generous giving, debt freedom, or leaving a legacy tend to land differently with someone who shares the same foundation. Worth raising early so you know whether it is a good fit.