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Our purpose is to honor God by helping our clients see the objective, find the path, and navigate past the obstacles to a more prosperous future.
At A Glance
2000
Founded By
Doug MacGray, JD, CFP
Faith
Faith-Based Financial Planning Options
Life
Purpose-Centered Life
Financial Planning
100%
Retention rate for
institutional clients
10x Giving
Stonecrop Wealth Advisors’ rate of giving to charity is more than 10.4 times the average investment advisory firm
Case Studies
Mr. Smith, a successful business owner with a busy life, sought the expertise of our financial advising firm to optimize his wealth management strategy.
01
The Johnsons, a dual-income household of $250k, approached our firm seeking guidance on how to build wealth and plan for their future.
02
A local church, focused on community service and outreach, approached our firm for financial guidance to sustain and expand its charitable activities.
03
Financial peace of mind is a cornerstone of life, offering individuals, families, and institutions a sense of security and control over their lives. Knowing that financial resources are strategically managed and protected provides a foundation for pursuing personal goals, weathering unexpected challenges, and planning for the future with confidence.
Most importantly beyond the numbers, financial peace of mind reduces anxiety and stress, improves mental health, and gives back the freedom to focus on a purpose-driven life.
Financial Peace of Mind
*Business Insider | Personal Finance
