[our approach]

The Wellspring Wealth Stewardship System™

Where Wall Street Excellence Meets Biblical Wisdom

About us

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

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.”

aaron hoffman

Founder & Wealth Advisor

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.

get in touch

Will biblical investing hurt my returns?

No. Faith-aligned portfolios can match or beat market returns. When we came over from Morgan Stanley, we ran apples-to-apples comparisons on screened vs. unscreened portfolios - 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?

Not at all. There are thousands of 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?

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?

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?

Morgan Stanley-level 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"?

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 Customers

“They helped us cut through complexity. Within weeks, we had a clearer view of our entire supply chain than we’ve ever had, and the tools to act on it.”

jaya kowalski

head of product

“We came to them with a complex logistics challenge. Not only did they understand it faster than anyone else, they built a solution that’s saving us time, money, and emissions—every single day.”

andy sims

founder & ceo

“We brought them in to help us streamline part of our logistics stack. They ended up reshaping the way we approach planning across the entire business. Their team was sharp, collaborative, and completely dialed into our constraints.”

laurence schultz

director

“They helped us cut through complexity. Within weeks, we had a clearer view of our entire supply chain than we’ve ever had, and the tools to act on it.”

helen waltz

head of global

ben sharp

cheif of operations

Check the background of your financial professional on the SEC's Investment Advisor Check
ADV PART 2A | FORM CRS | PRIVACY
‍
Advisory services are offered through Inspire Advisors, LLC dba Hoffman Wealth Management Group, LLC, a registered Investment Adviser with the SEC.
Investing involves substantial risk. Past performance is not a guarantee of future results, and a loss of original capital may occur. Inspire Advisors, LLC, dba Hoffman Wealth Management Group, LLC, and its affiliates do not provide tax, legal, or accounting advice.

© 2025 Wellspring Financial — Aaron Hoffman, Financial Advisor