Retirement

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Planning and Advice

GuideStone Advisors®

Trusted Financial Advice | Committed Christian Values

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Our team’s passion is to serve those who want to honor the Lord with their finances by stewarding their resources well. Our goal is to guide you toward financial well-being, empowering you to protect your loved ones, give generously and pursue your ministerial or personal passions. We focus on delivering results that align with your values and seek the greatest impact for the Kingdom.

Advisory Service Options

We offer a range of financial planning services, tailored investment strategies and ongoing investment management for those looking for a higher level of service.

Schedule an Appointment
Introductory Snapshot
Schedule a free session to review your financial goals, check your account progress, learn about our services and determine what next steps are best for you.
GuideStone Wealth Management™
Our full-service wealth management offering will help guide you toward financial well-being, empowering you to protect your loved ones, give generously and pursue your ministerial or personal passions. This is done through a dedicated advisor, comprehensive financial planning, portfolio management, estate planning, insurance planning, tax planning and charitable giving strategies.
GuideStone Managed Accounts™
With our managed accounts service, an advisor will build an investment strategy aligned with your goals, time horizon and risk tolerance. Our team will proactively manage your portfolio and seek to ensure your investments remain on track with your financial plan.

Meet the Advisors

We believe the advisor relationship is more than just the financial conversation. At GuideStone®, we too serve in our churches, are involved in various ministries and participate in mission trips. We understand what it means to steward money wisely with God’s Kingdom in mind. You can trust us to act with integrity, incorporating our Christian values into all we do.

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Josh Biggs, CFP
Josh Biggs, CFP®
 Will Caldwell
Will Caldwell
 Aubrey Carlisle, CFP
Aubrey Carlisle, CFP®
 Gary Coats, CFP
Gary Coats, CFP®
 Taylor Fazand, CRPC
Taylor Fazand, CFP®
 Angela McClain, CFP
Angela McClain, CFP®
 Ryan Miller, CFP
Ryan Miller
 Kyle Phillip, CFP
Kyle Phillip, CFP®
 Doug Roberts, CFP
Doug Roberts, CFP®
 Jeff Weathers, CFP
Jeff Weathers, CFP®
 Kyle Wheeler, CFP, CKA
Kyle Wheeler, CFP®, CKA®
 Doug White, CFP
Doug White, CFP®
 
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Advisory services offered through GuideStone Advisors®, an SEC Registered Investment Adviser. GuideStone Advisors is a controlled affiliate of GuideStone Financial Resources®. For more information about the firm, products and services, please review the GuideStone Affiliate Form CRS.