Business Details
Faith-Based Wealth Management & Legacy Planning
At Bare Wealth Advisors, we provide wealth management grounded in Biblical wisdom to encourage generosity, empower vision, and influence the world for good. Our holistic financial planning connects your resources to your life's purpose, values, and goals, ensuring your financial strategies align with your unique story. With over 20 years of experience, our team of certified professionals excels in complex wealth management, legacy planning, and impact investing.We prioritize relationship stewardship, listening deeply to understand your priorities and designing tailored solutions that maximize your financial impact. Our approach merges decades of industry expertise with faith-based principles, fostering intentional generosity and intergenerational wisdom sharing. We guide clients through wealth transitions while preserving their legacy stories for future generations.
Services
Holistic Financial Planning
Wealth Management
Legacy Story Services
Impact Investing
Stewardship Training
Highlights and features
- We integrate Biblical wisdom with 20+ years of financial expertise
- Our legacy story service preserves generational wisdom alongside wealth
- Holistic approach connects finances to life purpose and values
- Certified advisors specialize in impact investing and stewardship training
- Relationship-driven process prioritizes intentional generosity and long-term impact
Associations and certifications
- CFP (Certified Financial Planner)
- BFA (Biblical Financial Advisor)
- CKA (Certified Kingdom Advisor)
Services
Holistic Financial Planning
We connect financial resources to life purpose, values, and goals through personalized planning. Our approach integrates Biblical principles with strategic investment strategies to create comprehensive financial roadmaps. Services include tax planning coordination and impact assessment to ensure resources align with clients' vision for generational impact.
Legacy Story Services
Capture and preserve generational wisdom through guided storytelling and stewardship training. We help clients document life lessons and financial principles for future generations. This service prepares families for purposeful resource management while maintaining cultural and spiritual values during wealth transitions.
Wealth Management
Comprehensive wealth management plans maximize financial impact through coordinated investment strategies. Our team works with external advisors to optimize tax efficiency and long-term growth. Services include portfolio management and strategic planning for complex financial situations requiring multi-generational solutions.
Impact Investing
Create positive cultural change through investments aligned with Biblical values. We develop portfolios that generate financial returns while advancing social good. Our approach combines market analysis with ethical considerations to support clients' vision for societal impact through their financial resources.
Stewardship Training
Develop intentional generosity practices through personalized stewardship development programs. Our training covers resource management, budgeting principles, and charitable giving strategies. We equip clients with tools to maintain financial discipline while pursuing their vision for community impact and family legacy.
People
Ron Bare
Founder, CEO
Certified Financial Planner with 20+ years of experience integrating Biblical principles into wealth management. Specializes in legacy planning and intergenerational wealth transfer strategies.
Curtis Burkholder
Chief Compliance Officer
Senior Wealth Advisor with expertise in regulatory compliance and ethical investment strategies. Focuses on aligning financial regulations with faith-based stewardship principles.
Steve Erb
Chief Operating Officer
Operations leader managing day-to-day firm activities while maintaining commitment to Biblical business practices. Specializes in process optimization for client service delivery.
Lamar King
Senior Wealth Advisor
Certified Kingdom Advisor with focus on relationship development and personalized financial planning. Helps clients connect financial decisions to spiritual values.
Ryan Kurtz
Advisor Development
Trains financial advisors in integrating faith-based principles with modern wealth management techniques. Focuses on developing next-generation stewardship professionals.
Questions
What makes Bare Wealth Advisors different from other financial planners?
We uniquely combine Biblical wisdom with financial expertise, focusing on legacy creation and intentional generosity rather than just wealth accumulation.
How do you incorporate faith into financial planning?
Our certified advisors integrate Biblical principles into every aspect of wealth management, emphasizing stewardship, generosity, and values-aligned investment decisions.
What is the Legacy Story service?
This service helps document your life experiences and financial wisdom to guide future generations, combining personal history with practical stewardship training.
Do you work with clients outside specific religious affiliations?
While our approach is faith-based, we work with any client seeking purpose-driven financial planning focused on long-term legacy impact.
What experience does your team have?
Our advisors collectively have decades of experience with certifications including CFP, BFA, and CKA, specializing in complex wealth management scenarios.
How do you measure success for clients?
We evaluate success through both financial outcomes and the lasting impact clients create through intentional generosity and legacy planning.
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