Values Based. Fiduciary Driven.

Financial Planning & Advice, Retirement Planning, Investment Management

Minimum of $100,000 in investable assets for Investment Management. Financial Planning available starting at $250 per hour.

Values Based. Fiduciary Driven.

Financial Planning & Advice, Retirement Planning, Investment Management

Minimum of $100,000 in investable assets for Investment Management. Financial Planning available starting at $250 per hour.

Values Based. Fiduciary Driven.

Financial Planning & Advice, Retirement Planning, Investment Management

Minimum of $100,000 in investable assets for Investment Management. Financial Planning available starting at $250 per hour.

Headquartered in New Braunfels, Texas since 1993. Serving Clients Nationwide.

FINANCIAL ADVISORY SOLUTIONS

We act as your guide helping you make wise financial decisions throughout life. We offer multiple fee-based financial advisory solutions to fit your needs and specific situation.
*Minimum of $100K in Investable Assets

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VALUES BASED

We incorporate wisdom, stewardship, and values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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Click On Any Of The Images Below To Listen To Our Top Podcast Episodes

The Question of Ownership The Case for Investing in God-Honoring Companies

The Question of Ownership

Dealing with Investment Uncertainty

21 Financial Scriptures to live by in 2021 podcast cover art

21 Financial Scriptures to Live by in 2021

Finding God's Purpose During Retirement Podcast Cover Art

Finding God’s Purpose During Retirement

Traits to Look for in a Financial Advisor

studying Bible above text What God's Word Says About Money

What God’s Word Says About Money

Download one of our free guides

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Learn more about CIS Wealth and how to get started.

Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

Biblically Responsible Investing

Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

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