Why Choose Blount Financial Stewards?

A steward has been defined as a person who manages another’s property or financial affairs; or –

one who administers anything as the agent of another or others.

 

As a Christian, you are called to be a good steward of the

Time, Talent, and Treasure which God has entrusted to you.

We believe we are Called to Help.

 

“Moreover, it is required of stewards that they be found faithful.” — 1 Cor. 4:2 (NIV)

 

Our aim is to join and help guide you on your money journey.

We believe that the use of money starts as a Tool, becomes a Test,

and ultimately may become a very powerful Testimony.

We want to hear your Money Story and explore areas

we can help you undertake your Money Journey well.

 

Finances can be complex.

As experienced advisors, we develop written financial plans

that help enable you to pursue Biblical financial freedom and generosity,

and to make a positive impact on the world through

Faith-focused wealth management.

 

 

 

Faith Focused Investing

We specialize in faith-focused investing (also known as Biblically Responsible Investing) to empower our clients to be part of something larger than themselves. Become a part of a growing movement of investors who want to align their investments with faith values.

 

Our Purpose

A short overview of Our Purpose is provided in our eBook called “Ten Foundations of Faithful Financial Stewardship”. We are committed to excellence in this area of service for our clients.

Click HERE to download your free copy now.

 

Our Process

Here’s an overview of how we work with clients. If you’d like a FREE COFFEE on us, and you want to watch some videos with FAQ’s and get most of your questions answered before you schedule an appointment, click here.

 

Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller. 

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Legacy Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your legacy planning attorney, we can assist in reviewing your situation so your estate benefits the people and charities you care about most.
 

Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged...

Our Team

Blog

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Jonathan Blount |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Jonathan Blount |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...