Wealth Management Services on LocateFaith

14 results
RF
Revolution Financial Management
(9)

Driven by faith and the principle of sound stewardship, Revolution Financial Management equips families and entrepreneurs to build a lasting legacy. We provide complimentary, personalized strategies to eliminate debt, build tax-free wealth, protect your income, and plan for retirement. For us, financial education is the foundation of true freedom. We go beyond products to deliver the leadership, strategies, resources and purpose-driven guidance you need to take ownership of your future and multiply your impact for generations to come.

Budgeting AssistanceDebt ManagementDebt Management Services +6
Bohemia, NY 11716 (523 mi) · Serves nationwide
FA
Financial Advisor Caleb Wines

Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning

Wealth Management ServicesFinancial Planning ServicesRetirement Planning Services +2
Dumfries, VA 22025 (318 mi) · Serves nationwide
RW
Retire Wise, LLC

As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.

Financial Planning ServicesFinancial Risk Management ServicesRetirement Planning Services +6
Lawrenceville, GA 30046 (420 mi) · Serves nationwide
LT
Living Trust Advisory Group

The first thing that I do is educate people about estate planning. Then if it makes sense, I help them put a will and trust into place. I help famiies to avoid probate, which can be a disaster---and to pass their legacy on to their family and any ministries they wish to support.

Wealth Management ServicesRetirement Planning ServicesFinancial Planning Services
Des Moines, IA 50312 (568 mi) · Serves nationwide
TR
The ROI Coach

The ROI Coach helps purpose-driven entrepreneurs increase profits, improve operations, and build businesses aligned with their values and vision. We specialize in business growth strategy, profit acceleration, marketing optimization, systems development, and mindset transformation for service-based businesses and faith-driven entrepreneurs. Through strategic coaching, revenue analysis, and business consulting, we help business owners uncover hidden profit opportunities, improve client acquisition, streamline operations, and scale sustainably without burnout. Whether you're struggling with inconsistent revenue, lack of structure, poor profitability, or unclear growth direction, The ROI Coach provides practical strategies and personalized guidance designed to help you grow with clarity, confidence, and intention.

CEO ServicesProject ManagementLife Insurance Services +4
Menifee, CA 92584 (1927 mi) · Serves nationwide
GW
Genesis Wealth Advisor Group

Genesis Wealth Advisor Group, LLC is an independent fiduciary financial planning and wealth management firm in Marlton, NJ, serving individuals, families, and business owners across multiple states. Founded on Scott Jones’s Christian faith and commitment to stewardship, we operate with relationships first, service before self, and integrity even when no one is watching. Our planning is values‑based and client‑centered: we start by understanding what matters most to you and then design retirement, tax, estate, and wealth strategies that reflect your priorities and beliefs, whether or not they are explicitly faith‑based.

Financial Planning ServicesRetirement Planning ServicesWealth Management Services +2
Marlton, NJ 08053 (428 mi) · Serves nationwide
EA
Equitable Advisors

Christian financial advisor helping individuals, families, and business owners build financial confidence through personalized retirement, investment, insurance, and legacy planning. Committed to serving with integrity, wisdom, and a faith-centered approach.

Wealth Management ServicesRetirement Planning ServicesFinancial Risk Management Services +1
Melville, NY 11747 (508 mi) · Serves nationwide
TR
The Reignstorm Group, LLC

We specialize in helping successful business owners and high net worth professionals significantly reduce their tax. Jesus told us to "pay unto Caesar what is Caesar's." Unfortunately, too many are paying Caesar MORE than he's asking for. We can help. We have saved our clients over $150 million in taxes during the past two years alone. We've been doing this for over 30 years and partner with CPAs, tax professionals and financial advisors. We have shared our ideas with thousands of financial professionals. If you feel the burden of taxes, contact us. I am the founder and you can reach me at michael@reignstormgroup.com.

Wealth Management ServicesRetirement Planning ServicesFinancial Planning Services +1
Warwick, NY 10990 (462 mi) · Serves nationwide
AP
Anchor Pointe Financial Planning

Faith Based Financial Planning Firm.

Financial Planning ServicesFinancial Risk Management ServicesRetirement Planning Services +1
Spartanburg, SC 29302 (352 mi) · Serves nationwide
P&
Proverbs & Purpose Financial

At Proverbs & Purpose Financial, Bruce Parmenter, CKA®, provides financial guidance rooted in biblical stewardship and the belief that financial decisions should reflect your faith and values. As a Certified Kingdom Advisor® (CKA®), his approach to wealth management emphasizes wisdom over speculation, purpose over performance, and understanding not just how your money grows, but where it is invested and what it ultimately supports.

Financial Planning ServicesRetirement Planning ServicesWealth Management Services
Lakeland, FL 33813 (830 mi) · Serves nationwide
FF
FENCELINE FINANCIAL

Matthew Nevarov is the founder of Fenceline Financial, a purpose-driven financial services firm built on the belief that protecting families is more than a profession—it’s a calling. With a background in law enforcement and executive protection, Matthew has spent his life standing on the front lines, safeguarding others in high-stakes environments. Today, he brings that same level of discipline, integrity, and commitment into the financial world. Fenceline Financial was created to serve as a line of defense for families, individuals, and first responders—those who dedicate their lives to protecting others but are often underserved when it comes to protecting themselves financially. The name “Fenceline” represents a boundary of security, a place where what matters most is guarded with intention and strength. At the core of Matthew’s approach is his faith. He believes that true stewardship means leading with integrity, putting people before profit, and serving others with honesty, humility, and purpose. His mission is not just to offer financial solutions, but to guide families in making wise, values-based decisions that create long-term security, generational stability, and peace of mind. Rather than transactional advising, Matthew focuses on building lifelong relationships rooted in trust and transparency. He listens first, understands each client’s unique situation, and develops customized strategies designed to protect, grow, and preserve what they’ve worked so hard to build. Through Fenceline Financial, Matthew is redefining what it means to serve—combining faith, experience, and financial expertise to help families stand strong, no matter what lies ahead.

Wealth Management ServicesLife Insurance ServicesLife Insurance +1
Scotts Mills, OR 97375 (2030 mi) · Serves nationwide
BO
Blue Ocean Wealth Solutions, a MassMutual firm

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. MassMutual refers to Massachusetts Mutual Life Insurance Company.

Financial Planning ServicesWealth Management ServicesRetirement Planning Services
New York, NY 11236 (482 mi)
EL
Empowered Legacy Company

At Empowered Legacy Co., we are committed to developing financially confident leaders who take ownership of their future and build wealth with purpose. Through strategic financial education, mentorship, and income-building opportunities, we empower individuals and families to create lasting generational impact. Our mission is to transform ambition into legacy by equipping people with the knowledge, mindset, and leadership skills needed to achieve financial confidence and long-term success. We believe true wealth extends beyond income—it creates opportunities, strengthens families, and leaves a lasting legacy for generations to come.

Financial Planning ServicesRetirement Planning ServicesWealth Management Services
Vardaman , MS 38878 (540 mi)
GA
Growth and Wealth Financial

We are a fully licensed financial and estate planning firm. We specialize in all areas of financial and retirement planning and leaving behind a legacy with a properly structured estate plan. We also can assist with life, health, and Long term care insurance as well as medicare and social security planning.

Wealth Management ServicesRetirement Planning ServicesFinancial Planning Services +1
Strasburg, CO 80136 (1129 mi)