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.

Schedule a Discovery Call

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.

Schedule a Discovery Call

More than a Flight Crew: Comprehensive Tools & Resources

The Infrastructure Behind Your Impact

Our tech tools aren’t just stand-alone solutions. The true power of Faithward’s technology stack lies in how seamlessly everything works together. By integrating deeply with Salesforce—and with each other—tools like Precise, Zocks, GReminders, eMoney, and Asset Map form a connected, streamlined ecosystem that drives greater efficiency, clarity, and consistency across the entire client experience.

Grow Your Practice with Cutting-Edge Tools and Resources

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

Financial planning & client visualization tools including eMoney & Asset Map
Tax strategy modeling software such as Holistiplan
Giving illustrations & administration visualization like Crescendo
Performance reporting & trading infrastructure work such as
Addepar/AdvisorPeak
A command center for client management & automation via Salesforce Hub
AI-powered meeting briefs & follow-ups from Zocks AI
Digital client onboarding, integrated with planning tools such as PreciseFP
Automated scheduling, appointment confirmations, reminders, and meeting
follow-ups synced with advisor calendars and conference rooms via tools
like GReminders
A cloud-based HR and payroll software platform that helps manage payroll,
benefits, and time tracking like Paylocity
A process documentation tool that turns on-screen workflows into step-by-step
guides like Scribe
A secure communications archiving and compliance platform utilizing Erado

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

Schedule a Discovery Call