Financial planning for ministry leaders of every kind.
Not every ministry leader is a lead pastor. Missionaries, denominational leaders, church staff, worship and youth pastors, and ministry executives all carry complexity that general advice tends to flatten. The plan should fit the role, not the other way around.
Some of you have clergy status. Some don’t.
Missionaries & support-raised workers
Navigating variable income and time abroad.
Denominational & network leaders
Layered compensation and benefits across roles.
Church staff & associate pastors
Deciding how to structure pay and save.
Ministry executives & nonprofit leaders
Coordinating retirement and stewardship.
What stays the same across every role
One coordinated, fee-only plan. No products, no commissions. Clergy-aware where it applies, and clear about where it doesn’t.
And an advisor who works inside ministry finance today, not one learning your world on your time.
Let’s build a plan that fits your role.
Start with a short introductory call, or a focused Pastor Retirement Checkup if retirement readiness is the first question on your mind.
Legacy Path Advisors does not provide legal or tax advice. The information on this page is general education, not personalized advice. Every minister’s situation is different. We coordinate with your qualified tax and legal professionals when appropriate.