Retirement

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Planning and Advice

GuideStone Advisors®

Trusted Financial Advice | Committed Christian Values

Schedule an Appointment

In today’s world, individual investors are more interested in working with an advisor who understands and appreciates their values and designs a plan reflective of those. It’s more than just increasing their savings and allocating their portfolio.

Our team’s passion is to serve those who want to honor the Lord with their finances. Our goal is to improve and simplify your financial decisions, allowing you to reclaim your time, increase your financial confidence and focus on your interests. We focus on delivering results that align with your values and seek the greatest Kingdom impact.

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.

To learn more about how we can serve you, schedule an appointment with us directly.

Schedule an Appointment

What is included?

GuideStone Personal Advisory Services® is our managed account service that provides a dedicated advisor who will work alongside you to understand your goals and manage your custom, comprehensive financial plan according to your risk tolerance and investment preferences.

How does it work?

Engage with Your Personal Advisor
When the market goes up, down or sideways, you have a personal point of contact to keep you on track with your long-term strategy and to answer your questions.
Conduct a Needs Analysis
Your personal advisor will conduct a needs analysis by discussing your circumstances and preferences and identifying any obstacles that may be slowing your progress.
Coordinate a Financial Plan
As most people have an overflowing list of commitments and to-dos, coordinating a financial plan is often a priority left undone. After we identify your financial goals, we will streamline them into an actionable but realistic strategy.
Experience Ongoing Management
Your portfolio will be aligned to your unique risk tolerance and then monitored daily with any necessary trades intelligently and automatically processed.

Meet the Advisors

To start your advisor relationship today, schedule an appointment with us directly.

Schedule an Appointment
Josh Biggs, CFP
Josh Biggs, CFP®
 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®
 Jonas Roos, CFP
Jonas Roos, 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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Call Toll Free: 1-888-98-GUIDE

GuideStone Personal Advisory Services is a fee-based service available to investors in personal investment accounts and non-ERISA retirement accounts offered by a GuideStone affiliate. An advisory fee for the service is assessed quarterly and based on total assets in the account. These fees are in addition to the underlying mutual fund fees. Advisory services are 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.

Retail products are made available through GuideStone Financial Services®, member FINRA. For more information about the firm, products and services please review the GuideStone Affiliate Form CRS and visit FINRA's Broker Check.