Retire with purpose. Plan with wisdom.
For those stewarding $500,000 or more — keeping more of what they've earned and making it count for something bigger than themselves.
The Kingdom Approach
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TAXES
✔ Roth Conversions
✔ Required Minimum Distribution Planning
✔ Qualified Charitable Distributions
✔ Tax Loss Harvesting -
INVESTMENTS
✔ Invest Like the House, Not the Gambler
✔ Eliminating Unnecessary Fees
✔ Diversified Portfolio Management
✔ Inflation and Purchasing Power Protection -
INCOME
✔ Generating Income From Your Investments
✔ Social Security Planning
✔ Pension Planning
✔ Tax-Efficient Withdrawal Strategy -
LEGACY
✔ Will, Trust, and Power of Attorney
✔ Survivor and Spouse Planning
✔ Reducing the Tax Burden on Heirs
✔ Passing On Values, Wisdom, and Wealth -
HEALTHCARE
✔ Medicare Planning
✔ Long-Term Care Strategies
✔ Planning for Out-of-Pocket Healthcare Expenses
✔ Planning for Early Retirement -
GENEROSITY
✔ Charitable Giving Strategies
✔ Donor-Advised Fund Setup
✔ Qualified Charitable Distributions
✔ Building a Legacy of Kingdom Giving
Why Kingdom Wealth Advisers
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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.
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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.
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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.
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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.
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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.
Your Retirement, God’s Kingdom
Written by a Christian CFP® in Gilbert, AZ
Retirement planning looks different when your money has a purpose beyond yourself. Written by Nick Lombardozzi, a Christian Certified Financial Planner® and Certified Kingdom Adviser® based in Gilbert, Arizona, this book walks you through the practical side of retirement — taxes, investments, estate planning, and income — all through the lens of biblical stewardship.
Whether you're in the East Valley or anywhere across the country, this is the retirement guide for Christians who want their financial decisions to reflect their faith.