Do I need a financial advisor?

Navigating your financial future can be challenging. Creating a comprehensive financial plan and managing your investment portfolio while wading through the rushing stream of economic and market information can feel overwhelming. That’s why working with an advisor can be a game-changer for your financial planning decisions.

At GuideStone^®, we believe the advisor relationship is more than just a financial conversation — it’s a sharing of values. Our team understands what it means to be a good steward because our faith, like yours, informs everything we do. With a dedicated GuideStone Wealth Advisor, supported by the GuideStone Advisors^® team, you gain a trusted teammate who walks alongside you, helping you steward your resources in a way that honors the Lord.

If you’re considering working with a GuideStone Wealth Advisor, these four factors illustrate how our faith-driven, relationship-centered approach supports your financial plan.

1. A Trusted Advisor Who Understands What Matters to You

Your GuideStone Wealth Advisor can serve as a trusted, dedicated point of contact who seeks to understand what is important to you.

Through thoughtful conversations, your advisor can help you reflect on your values, priorities, fears and passions. Your advisor will develop and implement a comprehensive financial plan that includes tax planning, estate planning, insurance and health plans, and charitable giving strategies — all tailored to your unique needs and aspirations to help empower you to pursue your ministerial or personal goals, protect your loved ones, and give generously.

2. An Investment Strategy Aligned with Your Risk and Goals

By focusing on your ability and willingness to accept risk, your GuideStone Wealth Advisor will develop an Investment Strategy with diligence and care. From conducting a needs analysis to identifying your Risk Number^®, your advisor can help clarify your financial vision and build an Investment Strategy that reflects your risk tolerance and supports your goals and preferences. Regular reviews and strategic adjustments can help ensure your portfolio remains aligned with your long-term objectives, even through market volatility and life transitions.

3. Faith-Driven Guidance That Brings Clarity and Confidence

Faith-driven financial advice from your GuideStone Wealth Advisor can help simplify decision-making, increase your financial confidence and free your time to focus on what matters most to you. Your advisor will work with you to integrate your faith with your investments to ensure your portfolio reflects your values. Our holistic guidance can help you build and maintain healthy financial habits that honor the Lord. You can have peace of mind, knowing that your Wealth Advisor is committed to walking alongside you, helping you navigate life’s transitions with faith and clarity.

4. A Collaborative Team Supporting Your Financial Plan

Every wealth advisor is backed by the dedicated team of GuideStone Advisors, financial professionals who share a commitment to faith-driven service and excellence. This collaborative support ensures you benefit from our team’s deep expertise across investment strategies, retirement planning, tax planning, estate planning, insurance and health plans, and charitable giving. Together, we work to provide personalized planning that empowers you to steward your resources with discernment and purpose.

Still wondering if an advisor is worth it? The GuideStone Advisors team is ready to assist you with your financial needs and questions with a range of advisory services.

At GuideStone, our mission is to enhance financial security and resilience for those who serve the Lord.

Financial security and resilience are not the ultimate destination — they are tools that empower you to live with the freedom to answer God’s calling, provide for your family and bless the next generation of believers. Our vision is that every servant of Christ finishes well.