Retire with purpose. Plan with wisdom.

Based in Gilbert, AZ, we serve families nationwide who are stewarding their wealth and want it to count for something bigger than themselves. We work with clients who have $250,000 or more in investable assets.

The Kingdom Approach

  • TAXES

    âś” Roth Conversions
    âś” Required Minimum Distribution Planning
    âś” Qualified Charitable Distributions
    âś” Tax Loss Harvesting

  • INVESTMENTS

    âś” Invest Like the House, Not the Gambler
    âś” Eliminating Unnecessary Fees
    âś” Diversified Portfolio Management
    âś” Inflation and Purchasing Power Protection

  • INCOME

    âś” Generating Income From Your Investments
    âś” Social Security Planning
    âś” Pension Planning
    âś” Tax-Efficient Withdrawal Strategy

  • LEGACY

    âś” Estate Planning Coordination
    âś” Survivor and Spouse Planning
    âś” Reducing the Tax Burden on Heirs
    âś” Passing On Values, Wisdom, and Wealth

  • HEALTHCARE

    âś” Medicare Planning
    âś” Long-Term Care Strategies
    âś” Planning for Out-of-Pocket Healthcare Expenses
    âś” Planning for Early Retirement

  • GENEROSITY

    âś” Charitable Giving Strategies
    âś” Donor-Advised Fund Setup
    âś” Qualified Charitable Distributions
    âś” Building a Legacy of Kingdom Giving

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Your Retirement, God’s Kingdom

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WATCH THE BOOK REVIEW

See what people are saying. Hear from fellow Christians on what resonated most and why this book belongs on your shelf.

This book covers everything you need to retire with confidence and purpose — from investment strategy and tax reduction to stewardship, legacy planning, and avoiding the pitfalls most people never see coming. All grounded in biblical wisdom.

Why Kingdom Wealth Advisers

  • We’re an independent registered investment advisor. This means we’re not beholden to specific products or strategies and can recommend what’s truly the best fit for your situation. It also means we’re fiduciaries and are legally obligated to put your best interests first. While we’re located in Gilbert, Arizona, we work with people remotely throughout the United States.

  • Our team holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Kingdom Adviser (CKA®) designations — two of the most respected credentials in financial planning. The CFP® represents mastery in comprehensive financial planning, while the CKA® reflects a commitment to integrating biblical wisdom into every financial decision. You can trust that the guidance you receive is not only professionally sound, but rooted in the values that matter most to you.

  • We don’t have hidden fees. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account.

    We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.

  • We keep things simple with semi-annual reviews—spring tax planning and fall comprehensive checkups—plus ongoing communication about market changes that affect your plan. When you have questions between meetings, you can expect a response within 24 hours via call, text, or email. You're never left wondering where you stand.

  • We are a faith-based financial advisor serving Christians in Gilbert, AZ and across the country. Our goal is to go beyond the numbers. We walk alongside you with Christ's love and compassion so you can grow financially, emotionally, and spiritually.