Planning-centered. Relationship-based. Transparent.
We specialize in financial planning for pastors and ministry leaders. Financial planning isn’t a one-time document. It’s an ongoing process that brings retirement timing, housing allowance, tax complexity, and investment strategy into one coordinated strategy. We’re a fee-only fiduciary firm, paid by the clients we serve, not by commissions.
Choose the starting point that fits you.
Ongoing Financial Planning & Investment Advisory
Our primary way of serving pastors and ministry leaders. Planning is the foundation; investment management, tax awareness, and decision support are built into one ongoing relationship that adapts as life and ministry change.
Who it’s for: Pastors who want a long-term partner coordinating their whole financial picture, not a one-time review.
The monthly fee may vary with the scope and complexity of services. Asset-based fees apply only to the portion above $240,000. Fees are billed quarterly in arrears. Fund and ETF expense ratios are separate. Accounts are held with an independent custodian; LPA does not take custody of client assets.
The Pastor Retirement Checkup
A focused, one-time engagement for pastors and ministry leaders who want a clearer picture of where they stand before retirement, without committing to an ongoing relationship first. It’s designed to help you evaluate retirement readiness, income sources, housing allowance considerations, tax-aware withdrawal planning, and the key decisions that may need attention before the next season.
Who it’s for: Pastors who want to test the relationship, want a focused second opinion, or aren’t ready for ongoing planning yet.
$900, one time, paid in advance.
Full details, including what you receive and the step-by-step process, are on the Pastor Retirement Checkup page.
You don’t need it all figured out first.
Many pastors hesitate to talk with an advisor because they assume they need everything figured out first. You don’t. Planning isn’t about a perfect situation. It’s about gaining clarity and making wise decisions with what God has entrusted to you.
Two doors, one fee-only relationship.
Start with a focused Retirement Checkup, or a short introductory call to see whether ongoing planning is the right fit.
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.