Angelus

Angelus is a faith-led accounting, advisory, and private wealth partner helping families, ministries, and values-driven businesses steward resources with purpose. We believe money is a tool for mission. Our role is to bring clarity, discipline, and biblically grounded wisdom to every financial decision.

We deliver a unified experience across tax, accounting, fractional CFO, and wealth management—so your plans, portfolios, and cash flows work together. For investors who want their money aligned with their convictions, we offer Biblically Responsible Investing (BRI), values-screened portfolios, and guidance on generosity strategies (DAFs, tithe planning, gifting) in concert with tax planning.

For families and family offices, we provide private wealth and investment management with a fiduciary standard: goals-based planning, retirement readiness, concentrated position strategies, tax-efficient investing, risk management, and estate/legacy coordination. For churches and ministries, we handle complex accounting and clergy tax issues (dual-status, housing allowance), compliance, and stewardship reporting. For entrepreneurs, we offer controller/CFO services, budgeting and forecasting, KPI dashboards, and capital planning.

At Angelus, we start with your calling—then build the financial architecture to support it. The result: financial peace, purposeful growth, and faithful impact.

Core Services

• Accounting & Bookkeeping for Businesses & Ministries

• Individual, Clergy & Business Tax (planning & preparation)

• Fractional CFO & Strategic Advisory

• Private Wealth & Investment Management (BRI-focused)

• Financial Planning, Budgeting & Forecasting

• Ministry Accounting, Compliance & Stewardship Reporting

Faith. Stewardship. Excellence. That’s the Angelus approach—aligning finances with mission and values from the ledger to the portfolio.