An advisor who speaks both ministry and money.
Many pastors have never had an advisor who understands both the call and the numbers. That's the gap Legacy Path Advisors exists to close. Fee-only, fiduciary, and built for ministry from the ground up.
The fear most pastors carry quietly.
Am I actually on track for retirement? A lot of pastors carry that question for years and never say it out loud. You can give your life to the call and still wonder whether the numbers will hold.
Naming it is the first step. Looking at it honestly, with someone who understands ministry, is the next one.
Not an outside advisor looking in.
I'm Todd Hukill. I've planted and pastored churches, and I've spent years inside the financial side of ministry. I understand your world from the inside, not from a brochure.
That means you won't be explaining your world to your advisor before you can get help with it. The housing allowance, the church plan, the parsonage, the dual-status return. I've lived it.
Fee-only. Paid only by the clients I serve. No products, no commissions.
What changes when your advisor gets both.
Guidance focused on you
We're paid only by the clients we serve. No commissions, no products sold. So the advice you get is about your situation, not a sale. Fee-only doesn't mean conflict-free, and we work to identify and manage any conflicts in your interest.
A plan that fits ministry
Housing allowance, SECA, church retirement plans, and ministry transitions are the center of the work. Your plan fits the way ministry actually works, not a template built for someone else.
Fewer expensive surprises
Parsonage and survivor exposure, the Social Security opt-out, the 403(b)(9) rollover, housing allowance in retirement. These are easy to overlook, so we help you see them early, while there's still time to decide.
Less to explain
Todd comes from ministry and knows clergy finance firsthand. You spend less time explaining your world and more time getting help with it.
How we're paid is a feature, not fine print.
Legacy Path Advisors is a fee-only fiduciary firm. We don't sell products and we don't earn commissions. We're paid only by the clients we serve, through an ongoing advisory relationship or a clearly defined engagement like the Retirement Checkup.
That structure is meant to keep our guidance focused on you. Fee-only doesn't mean conflict-free, and we work to identify and manage any conflicts in your interest.
Start with a focused look before the next season.
The Pastor Retirement Checkup is a low-pressure way to get clarity and test the relationship before committing to ongoing planning.
A focused one-time engagement, $900.
Legacy Path Advisors, LLC is a registered investment adviser. The information on this page is general education, not personalized investment, tax, or legal advice, and individual situations vary. We coordinate with your qualified tax and legal professionals when appropriate.