Plenty of companies will do your taxes or suggest a retirement plan, but few of them understand the unique financial needs - and opportunities – of ministry professionals. For more than 40 years, Clergy Advantage has worked with ministers and church staff members, helping them discover how they can maximize the benefits available to them by combining retirement, housing, and expense strategies.

Whether you are just starting out in your first ministry or preparing to retire after decades of service, our skilled team can help you manage your money strategically today and plan for success in the future. Whatever your needs, we’re here to help you make the most of your clergy advantage.


Taxes don’t have to be taxing. From your housing allowance to your expenses to the  details of planning for retirement, our team understands the issues and the options.  We work with thousands of pastors and church leaders each year, providing expert advice and tax preparation services to answer your questions and maximize your advantage.

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retirement & investment services

Steward your resources well and ensure a strong future. Retirement planning opportunities and advantages are so different for ministers. This is the biggest area of potential available to you.  Discover what the right retirement planning can do for your future, your family, and your staff, whether you plan to actually retire or continue in a new ministry.


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From the basics of a housing allowance to the details of social security, we want clergy to understand the advantages they have in managing their money now and putting it to work for the future. Click here for videos, articles, and more!

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