clergy advantage, your advantage to succeed blue logo

Financial Services for Ministers

The most important element in your financial future is not stocks, bonds or mutual funds. It’s working with qualified professionals who understand what’s available to ministers and can coordinate your unique tax advantages with your financial investments. 

  Our Financial Team, which includes Wharton School of Business certified Retirement specialists, focus exclusively on all of the financial strategies and  opportunities available to ministers.

Play Video
what is real risk

Tax, Financial, Consulting and A Lot More

Comprehensive Investment Strategies & Service

Financial Independence for Ministers

Learn What You Can Do

Group, Individual and Key Man

Knowledge is Golden