YOUR LIFE VISION, OUR FINANCIAL FOCUS
Are you a Christian struggling with the management of your investments and maintaining a solid financial plan? We are Christian fiduciary financial planners and Biblical investment advisors. Our advisers use the Bible as a guide when providing financial advice to our clients. We provide personalized wealth management, retirement planning, education planning, investment management, and much more. If you are looking for a Christian financial adviser who will council you in being a good steward of what God has blessed you with please give us the opportunity to help with you.
FIDUCIARY
As a fiduciary, we are held to a higher ethical standard then non-fiduciary advisors and are required to do what is in our client’s best interests. We do not make commissions and we do not sell investment or financial products. As fee-only Christian financial planners and Christian investment managers, we provide Biblically based fiduciary advice and make specific investment recommendations based solely on your needs, circumstances and goals.
FEE-ONLY
As Biblical financial planners believing in Christ Jesus, we feel the fee-only fiduciary method is the best approach to offering the most ethical advice for our Christian clients. By managing your investments under a fee-only model, we are only successful through the success of our clients.
CHRISTIAN VALUES
The Bible has over 2000 verses that tell us wisdom on how to deal with money, finances, investments and financial planning. We use the Bible as a guide when working with our clients. Bible verses focus on topics such as: budgets, debt, financial planning, greed, contentment, savings, investing, tithing and much more. To become a better steward it is important to follow the financial wisdom in the Bible.
LATEST NEWS
Catch up on the latest information from our Financial Advisors. We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees. Our financial advisors have a unique understanding of our clients’ challenges and opportunities.
The Crucial Role of A Certified Financial Planner(R) in Achieving Financial Success
In an era of complex financial markets and an abundance of investment options, navigating the path to financial success can be a daunting task. …
The Elder Family by Montrose Living
Thank you, Montrose Living for publishing this article on The Elder Family!
January 2024 Economic and Market Update
Tune in to hear founder, Jim Elder, share updates about ElderAdo’s new building and a few items about Charles Schwab.
Nathan Manes, one …
OUR SERVICES
TESTIMONIALS
After my husband passed away ElderAdo helped me with numerous financial decisions and helped get my finances organized. They are compassionate and very patient when educating me about money matters. I appreciate that they didn’t try to sell me products with their fee-only approach.
-LINDA-
Very community oriented and have the clients best interest in mind when helping with their financial planning.
-SHERRY-
Jim is very thorough and patient explaining finances, including how the market operates
-KAREN-
Disclosures: These testimonials are written by clients who have worked with ElderAdo. ElderAdo has not provided any direct or indirect compensation for these testimonials.
QUOTES
Now he who supplies seed to the sower and bread for food will also supply and increase your store of seed and will enlarge the harvest of your righteousness. You will be enriched in every way so that you can be generous on every occasion, and through us your generosity will result in thanksgiving to God.
2 Corinthians 9: 10-11
Teach those who are rich in this world not to be proud and not to trust in their money, which is so unreliable. Their trust should be in God, who richly gives us all we need for our enjoyment. Tell them to use their money to do good. They should be rich in good works and generous to those in need, always being ready to share with others. By doing this they will be storing up their treasure as a good foundation for the future so that they may experience true life.
1 Timothy 6: 17-19