The Flight Path to Purposeful Growth

Helping Financial Advisors, Attorneys, and CPAs Expand Their Kingdom Impact.

Faithward Companies partners with professionals like you to help your practice soar—matching your values, fueling growth, and engineering motion toward lasting legacy.

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Why Faithward?

Elevating the Purposeful Practice

Your work is more than transactions—it’s transformation. At Faithward, we believe Christian financial professionals deserve a platform that aligns with their mission while providing tools, resources, and opportunities to thrive. Our family of companies exists to help you:

Do More® for your clients, your community, and the Kingdom
Grow with purpose through innovative strategies and systems
Build a legacy that lasts beyond your lifetime

We’re not just a network—we’re a movement toward faith-driven impact in financial planning.

How We Help Your Practice Take Off

The Faithward Advantage

From lead generation to compliance to succession planning, we’ve engineered a structure that empowers you to focus on what matters most: serving clients and advancing Kingdom goals.

Three Key Pillars:

Momentum: Unique client acquisition opportunities & marketing support
Efficiency: Advanced tech stack and white-labeled tools managed by our in-house Ops team
Legacy: Tailored succession planning that honors your client relationships

Ready to Take Off?

Your Next Chapter Starts Now.

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More than a Flight Crew: Comprehensive Tools & Resources

The Infrastructure Behind Your Impact

We provide the backbone so you can build the future. With integrated platforms and hands-on operational support, you’ll enjoy an enterprise-level experience with boutique-level attention.

Tech & Resources List:

eMoney & Asset Map – Financial planning & client visualization tools
Holistiplan – Tax strategy modeling
Crescendo – Giving illustrations & administration
Addepar / AdvisorPeak – Performance reporting & trading infrastructure
Salesforce Hub – Your command center for client management & automation
Jump AI – AI-powered meeting briefs & follow-ups
PreciseFP – Digital client onboarding, integrated with planning tools

No need to manage integrations or upkeep—our in-house Ops team ensures everything runs smoothly so you can focus on growth and client relationships.

Built for Faith-Driven Professionals Like You

Who is a good fit for Faithward?

If you’re a:

CPA passionate about developing plans to help clients save on taxes
Attorney who values tax-wise business and estate planning
Financial Advisor seeking a purpose-aligned platform for growth and increased opportunity capture

…then you’ll find a home at Faithward.

Succession Planning: Secure Your Legacy

Transition Without Losing Trust

Your client relationships are built on trust. Our succession structures ensure that trust continues—while maximizing the value of your practice and honoring your mission.

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