For wisdom is far more valuable than rubies. Nothing you desire can compare with it.

Proverbs 8:11

Biblically Based

Wealth Management

by Mark Giraud CFP®, CKA®

CA Insurance License 0I14540

  • Our approach is based on God's timeless wisdom contained in scripture which has stood for thousands of years. The bible provides guidance on every aspect of personal finances.  We believe there are no higher principles for financial management and that, when followed, lead to success, right living, peace of mind and joy.

    The foundational principle in Biblically Based Wealth Management that guides all our advice is that God owns it all and we are called to be faithful stewards – or managers – of all God has entrusted to us. Psalm 24:1 states, “The earth is the Lord’s, and everything in it.  The world and all its people belong to him.”

  • Comprehensive Financial Planning

    Without counsel, plans fail, but with many advisors they succeed. Proverbs 15:22

    At the heart of what we do is getting to know our clients and what is most important to them. We then create a personalized plan and meet regularly to help them implement it. Our planning considers the entirety of your financial life including investments, retirement, taxes, risk management and more.

    Our deep desire is to help you experience financial freedom, generous living and to make a positive impact through biblically responsible investing.

    Biblically Responsible Investing

    But seek first His Kingdom and His righteousness and all these things will be given to you as well.  Matthew 6:33

    What if you could invest your money according to your Christian values and honor God without sacrificing returns? What if you could use your investment dollars to support companies doing good and avoid those doing harm, and thereby help bring positive change to our culture?

    This is precisely what Biblically Responsible Investing (BRI) enables you to do.

  • Bill & Karen Covey

    “We have trusted Mark with our financial health and goals for over 10 years. What really speaks to us is his approach of weaving together not only our financial goals, but also our physical, emotional, social, and most importantly, spiritual goals. We love that Mark prays with us before starting our meetings, genuinely rejoices with us when we share good news, and handles the hard conversations with grace and honesty. We trust that Mark invests our money with the same consideration he does his own, and respect his consistent demonstration of unwavering integrity, kindness, and passion for his client's success. With Mark we feel cared for, heard, and involved in decisions, which gives us confidence in our future.” 

    David And Keri Simmons

    “Mark has been our financial advisor since 2014.  He has a passion and a genuine desire to achieve the best financial results for his clients.  We appreciate his dedication to his clients and commitment to biblically responsible investing.  He is truly interested in our lives, needs and preferences.  Particularly reassuring to us is his trustworthiness and absolute integrity in his dealings with us.  We highly recommend him.”

    Dolores Pickler

    "It has been a pleasure working with Mark the last few years.  He is extremely knowledgeable as a financial planner and ensures that all my investments are following the biblical principles the Company stands for.  He takes the time to thoroughly explain how he is investing my portfolio, so I can understand completely.  He keeps me abreast of situations via short videos when the economy changes drastically showing how he truly cares for his clients.  It has been a blessing and honor to work with Mark and I highly recommend his financial services!" 

Mark Giraud CFP®, CKA®, leads the biblically based wealth management team and is available to connect with you and answer your questions. To contact Mark, click the link below.