Christian wealth management, tax & planning

Most advisors won't bring up your faith.
We start there.

You shouldn't have to leave your convictions at the door to get sharp financial advice. Angelus is a fee-only CPA and wealth-management firm that plans your taxes, investments, and giving around what you believe, so your money reflects your faith and not just the market.

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  • Fiduciary
  • CPA + CFP®
  • Fee-Only
  • Biblical Stewardship First
  • Sugar Land, TX · Serving Nationally

The Angelus difference

One roof. Every decision
made on purpose.

Angelus puts your CPA, your financial planner, and your giving plan at the same table. You decide once, with everything in front of you, instead of stitching together advice from people who never talk to each other.

Planning

Wealth management

Long-range planning built around your calling, not a benchmark.

 Tax

CPA & tax strategy

Proactive planning all year, not a scramble every April.

 Generosity

Stewardship & giving

A plan that makes room for generosity, structured rather than spontaneous.

 Growth

Business owners

Entity planning, compensation strategy, and an exit you can live with.

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Faithful Steward Scorecard

See where your
stewardship stands.

A few honest minutes across four areas: Earning & Tax, Saving & Protection, Giving, and Legacy & Estate. You'll see where you stand today and get a personal report with the two or three moves that matter most. No login, no sales pitch.

Take the scorecard

The process

How we
work together.

Three stages, paced by your life rather than a script.

  1. Discovery

    A long conversation about the life behind the money: what you are stewarding, who for, and where you sense God leading.

  2. Design

    One written plan that puts your CPA, your portfolio, and your giving on the same page. You approve it before we move a dollar.

  3. Stewardship

    Quarterly check-ins, an annual review in plain language, and a direct line to a person, not a queue.

Most Christians say they want their investments to reflect their values. Almost none have a portfolio that does. Closing that gap is much of what we do: aligning what you own with what you believe, structuring your giving so it goes further, and making sure you are not quietly overpaying the IRS.

Stewardship isn't about how much you have. It's about what you do with what you've been given.

That is the difference between a portfolio and a plan: a team that knows your whole situation and is still there in twenty years.

Who we serve

Built for families of faith,
ministers, and business owners.

Families

Households building a financial life that reflects their values, from everyday saving to long-term giving.

Ministers & clergy

Pastors and ministry leaders navigating housing allowances, self-employment tax, and unique giving.

Business owners

Owners who want their business and personal finances working together, with a team that speaks both.

Churches & nonprofits

Organizations that need financial clarity so leadership can focus on mission, not money.

Meet everyone we serve

Our promise

Advice you can trust,
structured to stay that way.

Fee-only, always

You pay us, and only you. No commissions, no product kickbacks, no proprietary funds, so the advice answers to you and no one else.

Fiduciary on everything

Not just on retirement accounts. Every recommendation is held to a fiduciary standard, in writing.

One team, one plan

Your CPA and your planner sit at the same table. Decisions get made once, with the whole picture in view.

Plain language

An annual review you can read back to us and a phone line that reaches a person, not a queue.

"The earth is the Lord's and the fullness thereof, the world and those who dwell therein."
Psalm 24:1 (ESV)

Ready to become an intentional steward?

A fifteen-minute conversation is enough to know if we are a fit.

Get in touch