Retirement planning is where faith and money sit at the same table, and the person across from you matters more than the spreadsheet they're running. That's always been true. Every planner listed here signed our statement of faith to join, confessing Jesus as Lord. That's the gate, and it's the same gate for every single name on this page. We also reach out to welcome most new advisors with a call and pray for them while we have them on the line, a genuine hello, nothing more. What we don't do is audit the planning itself. Whether someone's Roth conversion thinking is sharp or their Social Security timing strategy is sound, that's in the reviews, written by real Floridians who handed over their retirement picture and lived with the result.
Florida has real coverage here. Across the state, from the Panhandle down to Miami, there are Christian-owned planning practices worth your time, and enough of them that you can actually compare, read reviews, and find someone whose faith and approach both fit. Honestly, that's rarer than it sounds in a field where everyone's credentials look the same on paper and the differences only show up later, sometimes much later, when the plan either holds or it doesn't.
A few things worth weighing as you look. Do they specialize in the phase you're actually in, accumulation, drawdown, or somewhere in between? Do they explain before they sell? Are past clients talking about feeling heard, not just managed? The reviews answer that. We make the introduction. The rest is yours.
Metro areas with listings
Listings (7)
LifeChanger$ Insurance Agency
Blessed Wealth, LLC
East Coast Tax and Financial Planning
MRA Advisory Group
Proverbs & Purpose Financial
T Brown Wealth Services
Catalyst Wealth Group- Thrivent
Frequently asked questions
What makes a retirement planner a Christian business on LocateFaith?
The owner signed our statement of faith, confessing Jesus as Lord. That's the requirement to be listed. We also welcome most new businesses with a call and pray for the owner on that call, but the statement of faith is what earns the listing.
Does LocateFaith verify the quality of a planner's advice?
No. We don't evaluate financial strategies, review credentials, or vouch for outcomes. The reviews from real clients are where you find that. We connect you to believers; the reviews help you decide.
How do I know if a planner is right for my situation?
Look at their reviews and ask directly. Checking licenses or credentials is on you to confirm through your state's financial regulatory authority. We point you to the business; the due diligence on fit is yours to do.
Can I trust that every planner here is actually a Christian business?
Every listing signed our statement of faith to be here. We also reach out to welcome most new practices with a call and pray for them on that line. What we don't do is monitor ongoing conduct or vouch for anyone's work after listing.
Is the list complete for Florida?
Coverage is solid across the state, but the directory grows as more Christian business owners join. If someone you trust isn't listed, encourage them to sign up.