How Christian Financial Planning Makes a Difference
At Family Wealth Partners, we believe money is more than math. It’s tied to your purpose, your family, and the way you live out your faith. That’s why we focus on financial planning through the lens of biblical wisdom. We help you align your resources with what matters most—so your wealth becomes a tool for impact, not stress. Christian financial planning changes how you make decisions. It grounds you in stewardship, not fear, and gives you the freedom to plan generously, live wisely, and stay rooted.
We’re based in Charlotte, NC, and serve families, business owners, and executives all across the country.
Family Wealth Partners provides financial advising services to clients across the U.S., empowering them with tailored strategies and tools to make wise, values-driven financial decisions. Contact us today!
Built on Biblical Wisdom, Not Buzzwords
Some people think financial planning is all spreadsheets and projections. We don’t. We think it starts with listening.
At Family Wealth Partners, our first job is to understand your goals and your values. From there, we build a comprehensive financial plan that fits your life. Not the other way around.
We don’t believe in one-size-fits-all. What we do believe in is stewardship—caring for what you've been entrusted with, thoughtfully and faithfully. And that belief drives everything we do.
Financial Planning That Reflects Your Values
Your finances should follow your convictions. That’s why we take a values-based approach to planning.
We work with clients who are generous, successful, and looking for clarity. Many feel the tension between growing responsibilities and limited time. Others want to know they’re making the right decisions for their family, their business, and their future.
Here’s how we help:
Clarify your financial goals—both personal and professional
Create one plan that ties it all together
Provide a single dashboard where you can see the full picture
Coach you through giving, investing, and cash flow decisions
Help you live intentionally with the resources you’ve been given
It’s not about hitting some arbitrary benchmark. It’s about using what you have for the people and purposes that matter most.
Investment Coaching That Aligns With Your Faith
We don’t try to time the market. We help you stay grounded in truth while building long-term, diversified portfolios that reflect your values and support your goals.
We manage investments with wisdom, not fear or hype. You’ll know what you own and why. We walk with you through changing seasons, keeping you anchored in your plan.
Here’s what our investment coaching includes:
Evidence-based strategy built for long-term success
Biblically aligned investment options
Clear, consistent communication
Support when markets get noisy
Accountability to your goals
This isn’t set-it-and-forget-it investing. It’s thoughtful, intentional, and rooted in the bigger picture of your life.
Stewardship Coaching That Simplifies the Complex
It’s easy to feel like your finances are running in ten directions at once. We help bring everything into one place—business income, family expenses, investments, future planning—and show you how it all works together.
When it comes to building lasting wealth, most people don’t need more information—they need a guide. Someone to ask the right questions. Someone who helps them stay focused and faithful to the things they say are most important.
Our stewardship coaching (also called wealth coaching) helps you connect the dots.
You’ll get:
One clear plan
One financial dashboard
Cash flow tracking and clarity
A trusted advisor who listens and guides
Accountability rooted in your values
It’s not just about the numbers. It’s about the life you’re building with them.
Who We Serve
We work with people who know what matters but need help bringing it all together. You’re not trying to do everything yourself—and that’s a good thing. You’re looking for a thoughtful advisor who can help simplify complexity and support your priorities.
We work with three primary groups of clients:
1. Small Business Owners
Running a business is already complicated. We help you separate personal and business finances, understand how your company supports your life, and keep everything visible through one clear dashboard.
2. Corporate Executives
Stock options, benefits packages, and bonuses can make planning feel overwhelming. We help you make sense of it all, build a strategy around your equity, and stay accountable to your bigger goals.
3. High-Income Young Families
You’re doing well—and now it’s time to build wisely. We help young families earning $250k+ track where their money is going, plan for future investments, and align their finances with their faith.
Each of these clients gets more than just a plan. They get a partner.
Why Clients Choose Family Wealth Partners
We’re not here to sell products. We’re here to walk with you for the long haul.
Here’s what sets us apart:
Certified Kingdom Advisor® with decades of financial experience
Honest, clear advice rooted in biblical stewardship
Personalized planning with one clear dashboard
Ongoing coaching and accountability
A calm presence in the middle of financial noise
We believe money should bring peace, not pressure. And with the right plan, it can.
Let’s Start a Conversation
Family Wealth Partners is based in Charlotte, NC, but we serve individuals and families across the U.S. If you’re looking for a financial advisor who puts your values first and simplifies the complex, we’d love to connect. Let’s talk about what matters to you—and how we can help you build around it.
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