
Angelus
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Overview
2 - 9
Employees
2025
Year Founded
ABOUT ANGELUS
Faith-Led Financial & Advisory Services
Angelus is a values-driven firm providing accounting, advisory, and private wealth services for families, ministries, and mission-oriented businesses, helping them manage their resources with intention. We view money as a means to fulfill a mission, and our aim is to offer clarity, discipline, and biblically informed guidance for all financial decisions. We ensure a cohesive experience across tax services, accounting, fractional CFO support, and wealth management, enabling your plans, investments, and cash flow to work in harmony. For those who wish to invest in accordance with their beliefs, we provide Biblically Responsible Investing (BRI), curated portfolios based on values, and advice on charitable giving strategies (like DAFs, tithe planning, and gifting), integrated with tax planning. For families and family offices, our services include private wealth and investment management conducted under a fiduciary standard, focusing on goal-oriented planning, retirement readiness, concentrated asset strategies, tax-efficient investing, risk management, and estate/legacy planning. We also assist churches and ministries with complex accounting, clergy tax matters (including dual-status and housing allowances), compliance, and stewardship reporting. For entrepreneurs, we offer controller and CFO services, along with budgeting and forecasting, KPI dashboards, and capital planning. At Angelus, we start with your mission and build the financial structures to support it, resulting in financial peace, intentional growth, and meaningful impact. Our main services include accounting and bookkeeping for businesses and ministries, individual and business tax planning and preparation, fractional CFO and strategic advisory, private wealth and investment management focused on BRI, as well as financial planning, budgeting, and forecasting. Our approach emphasizes faith, stewardship, and excellence, ensuring that financial management aligns with your mission and values from the ledger to the investment portfolio.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2025
Year Founded
Services
Focus
Industries
Clients
Services Provided
30% Accounting Services
25% Tax Preparation Services
20% Business Consulting Services
15% Financial Planning
10% Wealth Management
About the Team
OUR STORY
Our company embraces a theology of money grounded in stewardship rather than ownership, recognizing that everything—including income, assets, businesses, and estates—belongs to the Lord. Our mission centers on guiding clients to wisely manage what they have been entrusted with, rather than simply accumulating wealth. Inspired by the principle that "God loves a cheerful giver," we approach investing with a focus on values alongside returns, offer comprehensive financial advice that considers your entire financial picture, and engage in planning with a long-term, eternal perspective. While we are a professional firm boasting serious credentials, we harmonize our expertise with these beliefs, demonstrating that faith and finance can align more closely than traditionally perceived.