What We Do
For over 40 years, we’ve specialized in clergy tax and retirement. We’re known for our expertise in ministers’ unique tax benefits and specialized strategies with our Clergy Advantage 403(b) Retirement plan.
But what we really love doing is uncovering opportunities for ministers to be more successful in life and in ministry. Opportunities that they often don’t even know exist. When we help you be more successful, we’re successful.
Whether you’re just starting out, want to start a new ministry, are preparing to retire, or anything in between, the best clergy tax & retirement team in the country is ready to go to work for you.
Todd Clark
“Clergy Advantage has been exactly what we needed… I only wish we had partnered with them sooner.”
Todd Clark
Slingshot Group
Melissa Sandel
“The Clergy Advantage 403(b) is as strong a retirement plan as can be found anywhere for ministers.”
Melissa Sandel
West Side Christian Church
Rick Warren
“I wouldn’t think about making any tax-related decisions without consulting Clergy Advantage.”
Rick Warren
Purpose Driven Life
Saddleback Church
Randy Frazee
“A pastor friend of mine recommended Clergy Advantage to me… and the results were amazing. You won’t be disappointed.”
Randy Frazee
Westside Family Church
Rick Rusaw
“No one in America understands minister’s tax and retirement issues better…”
Rick Rusaw
Spire Network
Tim Harlow
“Clergy Advantage has helped me use God’s money in much better ways than I would have otherwise.”
Tim Harlow
Parkview Christian Church
Kerrick Thomas
“My CPA told me, ‘You need to go with these guys, they know what they’re talking about.’”
Kerrick Thomas
The Journey Church, NYC
Mike Meeks
“I wish this kind information had been available to me when I was beginning my ministry. That’s why I’m so glad to be offering it to my entire team.”
Mike Meeks
EastLake Church
Nelson Searcy
“Not only will you know you’re handling everything right…you just might walk away saving a lot of money, too.”
Nelson Searcy
The Journey Church, NYC
Rick Rusaw 2
“If you serve outside of any denomination sponsored plan there isn’t a plan available to you that provides the benefits of the Clergy Advantage 403b–they simply don’t exist.”
Rick Rusaw
Spire Network
Happy Leman
“Ever had a tax related question you couldn’t answer?… I am absolutely thrilled… They’ve answered my questions within 48 hours and given me clear and concise answers.”
Happy Leman
Senior Pastor &
Vineyard USA Executive Team Member
Drew Sherman
“I believe in the team at Clergy Advantage and trust them with my financial future… Their services have definitely changed our financial trajectory.”
Drew Sherman
Compass Christian, TX
Kerrick Thomas 2
“Clergy Advantage… has been a great benefit in preparing for retirement.”
Kerrick Thomas
The Journey Church, NYC
Tim Buchanan
“They say what you don’t know can’t hurt you. Wrong! What I didn’t know about my financial situation hurt me a lot.”
Tim Buchanan
Spring Valley Chapel
Rick Rusaw 3
“I don’t know anyone who hasn’t saved money as a result of their work.”
Rick Rusaw
Spire Network
