Our Firm

For over 20 years we’ve specialized in wealth management and retirement planning for ministers. This has given us an in-depth understanding of the nuances of ministers’ unique benefits and needs. Custom-tailored strategies and carefully developed investment, retirement and insurance tools designed for faith organizations and ministers are the foundation of our practice.

We strive to maintain relationships with the highest caliber of companies to offer cutting edge products and services to ministers. This includes strategic collaboration with Equitable Financial, Equitable America, Clergy Advantage, Inc. and Church and Clergy Alliance as the administrator of the Clergy Advantage 403(b) Retirement Plan among many others.

We are proud to recognize that certain members of our team have earned the prestigious Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and have been awarded Equitable Advisors' Retirement Planning Specialist title for completing the Equitable At Retirement® education program. They are among a select group of financial professionals nationwide to complete this elite program.

Our Mission

The passion of the entire CPG team is to provide financial services and education specific to ministers designed to enhance their total financial wellbeing and their ministry success. While we place special emphasis on helping ministers keep and use their unique housing allowance benefits for life, we don’t stop there. We strive to help ministers create wealth and a legacy that can outlive them.