About Angelus
We exist to form
intentional stewards.
Not to "provide financial services to people of faith," but to help a particular kind of person: someone who feels anxious, fragmented, and passive about money, and wants to become intentional, integrated, and free.
The integrated thesis
Your CPA and your planner,
on the same team.
Most financial lives are accidental: reactive at tax time, scattered across advisors who never talk, shadowed by a quiet guilt about having too much or giving too little.
In most of the industry, your CPA and your advisor have never spoken. The CPA files what already happened. The advisor manages a portfolio in a vacuum. Tax decisions and investment decisions get made months and miles apart, and the gap between them is where money quietly leaks out.
Angelus holds both. A Roth conversion gets weighed against this year's bracket. A stock sale gets timed around your giving. Your tax plan and your investment plan stop contradicting each other. The point was never a bigger number on a statement. It is a financial life you can steward with a clear conscience, with room to be generous when it matters.
What we believe
Convictions that
shape the advice.
Money is a tool, not a scoreboard.
Wealth is meant to be used well, not displayed. We measure success by whether your money is quietly doing its job behind a life well lived, not by the size of the statement.
Advice should answer to you, and no one else.
We are fee-only and fiduciary. You pay us directly, you see exactly what you pay, and no commission or third-party incentive ever sits between our advice and your interest.
Faith belongs in the conversation.
Not bolted on at the end. How much is enough, what you owe, what you leave behind: these are stewardship questions before they are financial ones, and we treat them that way.
A plan you can't understand isn't a plan.
We write things down in plain language and read them back to you. If you cannot explain your own plan to your spouse, we have not finished our job.
The principal
About Sonny Blanchard.
[TODO: replace with Sonny's real background: education, credentials, years in practice, prior firms, and the story behind starting Angelus. Keep it specific and first-hand. This is the page that earns trust.]
Sonny is a CPA and CERTIFIED FINANCIAL PLANNER™ professional, and the principal of Angelus. He built the firm to bring tax and planning under one team, for families who want their financial life to reflect what they actually believe.
Our model
Fiduciary. Fee-only.
Integrated.
No commissions. No third-party incentives. Our only loyalty is to the families and organizations we serve. You pay us directly, you see exactly what you pay, and the advice answers to you.
We are an investment adviser registered with the State of Texas and a CPA practice under one roof. That is uncommon in this industry, and it is the whole reason the integration above is real rather than a slogan.
Curious whether we're a fit?
A fifteen-minute call is enough to find out. No pressure, and no second meeting if the answer is no.