How the Most Generous Christians Build Financial Plans That Last for Generations
The most generous people we know don’t give on impulse—they give on purpose. Their giving flows from a deeper conviction: everything they’ve been entrusted with is meant to serve something greater than themselves. At Family Wealth Partners, we help people like that build financial plans rooted in clarity, calling, and stewardship. It’s not just about building wealth—it’s about aligning what you have with what you believe. We guide Christian families, business owners, and executives across the U.S. through values-based financial planning that supports both the life they’re living now and the legacy they hope to leave.
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!
A Values-Based Approach to Financial Planning
You’ve worked hard. You’ve built something meaningful. Now you want your finances to reflect what matters most—faith, family, generosity, and impact.
We help you get there by cutting through the noise. No industry jargon. No pressure to chase trends. Just clear conversations, smart planning, and a process that keeps your priorities at the center.
Our values-based financial planning gives you:
Clarity on how your wealth supports your life
A structured plan rooted in your beliefs and long-term vision
Real accountability to follow through on what’s important
It’s more than financial advice. It’s coaching with a purpose.
Who We Serve
You probably don’t need more information. You need someone to help you make decisions with the information you already have.
Our clients are smart, capable, and already doing well. But they’re also stretched thin, juggling business, family, and the desire to be generous with their success. That’s where we come in.
Small Business Owners
You’re great at what you do—but it’s tough to step back and see how the business supports your personal life. We connect the dots. We’ll build a financial plan that links your company’s cash flow to your family’s needs and giving goals, so you can stop guessing and start seeing the full picture.
Corporate Executives
Complex compensation plans, equity packages, and not enough time to sort through it all. You’re not alone. We help you make confident decisions and keep your financial priorities organized in one place, so nothing slips through the cracks.
High-Income Families
You’re in the building years. Maybe kids are in the picture, or you’re thinking ahead to what’s next. You want to be intentional, but life moves fast. We help slow things down just enough to create a solid plan that keeps you on track and honors your values.
Why Clients Choose Us
It’s not just what we do—it’s how we do it.
At Family Wealth Partners, we keep things simple and grounded. No flashy sales tactics. No cookie-cutter portfolios. Just honest, thoughtful conversations about your goals, your challenges, and your heart for stewardship.
We’re based in Charlotte, NC, but work with clients across the country who want a financial advisor who sees the whole person—not just the balance sheet.
What makes us different:
Certified Kingdom Advisor™ designation
A clear, values-based process from start to finish
Real-time financial dashboard with everything in one place
Biblical principles of stewardship woven into every conversation
Deep experience with complex planning for business owners and executives
Our Services
Values-Based Financial Planning
This is the foundation. We take time to get to know you and build a plan that reflects what matters to you. You’ll get a clear view of your financial life—from retirement and giving strategies to risk management and legacy planning.
Investment Coaching
We take a coaching approach—not just managing money, but helping you stay steady in your decisions. We’ll design a portfolio that aligns with your goals, values, and time horizon, using evidence-based strategies to avoid common pitfalls.
Stewardship & Wealth Coaching
Money doesn’t manage itself. And for many high-capacity individuals, the biggest challenge isn’t income—it’s clarity. We’ll walk with you as a coach and a sounding board, helping you stay accountable to the things you say are important.
What You Can Expect
Our clients often tell us the greatest gift we give them is peace of mind. A financial plan that’s actually understandable. A clear picture of how all the moving pieces fit together. And a guide to help them move forward with purpose.
Here’s what we provide:
A values-aligned roadmap to support your life and legacy
A personalized dashboard connecting business, family, and giving goals
Ongoing conversations—not just once a year check-ins
Confidence that your plan is aligned with your faith
When it comes to building a plan that lasts for generations, the details matter—but so does the heart behind it.
Our goal at Family Wealth Partners is simple: help you steward what you've been given with wisdom, clarity, and purpose.
Let’s build something that will last.
Let’s talk. We’d be honored to hear your story and walk alongside you.