[our approach]

The Wellspring Wealth Stewardship System™

Where Wall Street Excellence Meets Biblical Wisdom
Align Your Values
Finally invest without compromise
Give Without Guilt
Make generosity joyful, not obligatory
End the Compromise
Stop choosing between excellence and faithfulness
“I didn't leave my old firm to serve everyone. I left to serve families who shouldn't have to compromise. We do our best work with...“
Aaron Hoffman
Founder & wealth Advisor
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speak with an advisor
Families who want faith-guided financial planning, not financial planning with faith as an afterthought.
Louisiana Christians
Diligent savers with investable assets over $1 million (excluding real estate).
Typically
$1M+
Those who refuse to choose between institutional-quality investing and biblical alignment.
Excellence
+ Faith
[step 01]
Explore Your Vision
Comprehensive Discovery Beyond the Numbers

Our initial conversation maps both your financial landscape and spiritual calling:

Analyze your current tax strategy and identify immediate savings opportunities

Evaluate retirement readiness and income optimization strategies

Understand what you believe God is calling your family to accomplish

Assess estate planning gaps and wealth transfer objectives

We combine CFP-level analysis with purpose-driven planning. You get the tax strategies and retirement projections you need, guided by eternal perspective rather than just earthly accumulation.
Tax Optimization
Purpose & Profit
Giving Strategy
Kingdom Impact
Retirement Readiness
[step 02]
Build Your Strategy
Sophisticated Planning With Biblical Wisdom

We create a comprehensive wealth strategy that brings your vision to life:
Portfolio Strategy: Investments that match market returns while screening out companies that contradict your values
Tax Strategy: Optimize for both savings and Kingdom generosity through strategic charitable giving and efficient structuring
Retirement Income Plan: Sustainable income through market cycles that funds both your lifestyle and Kingdom work
Legacy Design: Wealth transfer structured to bless heirs without creating entitlement, guided by biblical stewardship principles
Giving Strategy: Maximize eternal impact through tax-efficient charitable structures and strategic Kingdom investments
You get world-class strategies built on biblical foundations. Market-proven approaches guided by eternal perspective. No compromise required.
Portfolio Strategy
Tax Strategy
Giving Strategy
Retirement Income Plan
Legacy Design
[step 03]
Steward With Confidence
Peace of Mind Through Every Season

We actively manage your wealth so you can focus on what matters most:
Annual Reviews: Stay ahead of opportunities and challenges with proactive planning that adapts to your life and the market
Tax Efficiency: Capture every deduction and credit while maximizing your charitable impact through strategic timing
Values Alignment: Continuous portfolio monitoring ensures your investments stay aligned as companies and markets shift
Retirement Confidence: Regular stress-testing confirms your income will sustain through market cycles and fund Kingdom priorities
Kingdom Impact: Coaching and guidance to give strategically, creating eternal significance while optimizing tax benefits
You get institutional-level wealth management with a personal touch. Sophisticated planning that honors both your financial goals and your faith. No compromise required.
Annual Reviews
Tax Efficiency
Values Alignment
Retirement Confidence
Kingdom Impact
[meet your financial Planner]
“Over the first half of my career, I consistently witnessed something that broke my heart: successful Christian families feeling forced to choose between excellent returns or Biblical values. The turning point came when I spoke with a close relative who couldn't find an advisor who understood both tithing AND total return. That's when I knew - people needed someone who could bridge both worlds.


Today, the Wellspring System proves what I discovered: faith and finances aren't separate journeys, they're one. You can have a high level of sophistication AND strong biblical alignment. No compromise required.”
The Best of Both Worlds
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Sophisticated Wealth Management
Biblical wisdom
[Help & Support]
Frequently
Asked Questions
Have a question we haven't answered? We welcome honest conversations about faith, finances, and whether we're the right fit for your family. Let's talk.
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Will biblically aligned investing hurt my returns?
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Not necessarily. Faith-aligned portfolios can often match or beat market returns. Over the years we have run many apples-to-apples comparisons on screened vs. unscreened portfolios from major Wall Street firms - the performance was comparable. Biblical alignment means focusing on companies that align with your values, not accepting lower returns.
Do I have to sacrifice diversification?
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Not at all. There are many well-diversified funds and individual companies that pass biblical screening. Our investment tools allow us to build portfolios that are both fully diversified and values-aligned. You don't have to choose between smart investing and faithful stewardship.
How long does the process take?
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Most families complete Step 1 (Explore Your Vision) in one meeting. Step 2 (Build Your Strategy) typically takes 2-3 weeks as we design your customized plan. Step 3 (Steward With Confidence) begins once you're comfortable moving forward. We move at your pace - no pressure.
What if I already have an advisor I like?
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We can run a complimentary values screening on your current portfolio to show you what's under the hood. You might discover your advisor is willing to make adjustments. If they're not willing or able to customize your portfolio around biblical values, then we can talk about whether working together makes sense.
What makes you different from other Christian financial advisors?
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World-class strategies built on biblical foundations. Most Christian advisors share your faith but lack institutional-level sophistication. Most Wall Street advisors have the expertise but ignore your values. We bridge both worlds - you get excellent returns and complete faith alignment. No compromise required.
Is this just about avoiding "sin stocks"?
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No. Biblical investing has three parts: screening out companies that profit from activities contrary to Christian values, actively seeking companies promoting biblical principles, and engaging with those companies to inspire transformation. It's not just avoiding bad - it's pursuing good.
[success stories]
Reviews from Our Clients
“For us, we've been blessed to have Aaron as our financial advisor for several years. His commitment to truth, honesty, and more importantly the Lord, is very apparent in the advice he gives us. We are grateful for his diligence in overseeing our accounts.”
Noel & Lorna
Missouri
“Transferring retirement accounts is typically a stressful event and expectantly there will be some trepidation and uncertainties. That was not our experience. We remotely met with Aaron on several occasions, discussed our retirement and our desire to invest in God honoring ways. Aaron shared with us the tools, ways and means his team applies to obtain our objectives. We shared stories how God has brought us to our respective stages in life and how He brought Biblically aligned investing to our attention. As a team we prayed and even met face to face as families despite some considerable distance between. This is not a business relationship, it is a personal investment in the Kingdom together, doing what is right, honorable and edifying for God's glory. Aaron and his team will not sell you a product, instead they will advise and assist you in serving the Lord with what He has given. For that, we are exceedingly grateful.”
Brian & Kimberly
Alabama
“I met Aaron through work a few years ago. In that time he had shown to be a hard worker and a trustworthy person. Aaron is a good family man and a dedicated Christian. He is a man of great character and I have complete confidence in him as my financial advisor.”
Richard
louisiana
“My mother left me an investment account, which I left in the capable hands of her "money man". After hearing many advertisements for Inspire Advisors on the Eric Metaxas show, I began to feel a responsibility to shepherd the money wisely, i.e. by not letting it support abortion or critical race theory or the homosexual agenda. When I submitted my information to the Inspire Advisors website, I was contacted by Aaron Hoffman. He is so friendly and informative!  He answered all my questions and handled the transfer.  He is incredibly responsive, never more than an email or phone call away. Trust him to be your "money man", you won't be disappointed.”
Michelle
Alabama
“Aaron Hoffman has been my financial planner for over four years upon leaving another agency. I have been more than pleased with the service and portfolio I have under his guidance. I believe Aaron’s honesty and transparency combined with Inspire Advisor’s biblically responsible investing is a collaborative advantage for myself and family member’s trust I also oversee.”
Cindy
Arkansas
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All testimonials have been provided by current clients. No client was compensated for providing these testimonials.
Wellspring Financial gained each client’s permission to publish his or her testimonial.
Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.