Guides for your
financial path
Guides for your
financial path
Stewarding your assets and saving you money
Stewarding your assets
and saving you money
Financial Planning
• Financial Planning
Stewardship
• Stewardship
Wealth Management
• Wealth Management
For business owners and growing families, financial decisions are rarely simple. Income is irregular, taxes are complex, and personal and business finances are deeply intertwined. We help clients navigate that complexity with thoughtful planning, clear priorities, and ongoing support so decisions are made with confidence, not guesswork.
Tailored solutions
Business Owners
You're deep in the grind of building your business, wrestling cash flow, taxes, and exit risks every day.
Young Families
You're raising little kids, chasing homeownership dreams, and trying to keep the budget from falling apart.
Athletes
You've earned serious money fast, now facing NIL deals, post-career uncertainty, and people circling for a piece.
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We have been in your shoes
We’ve walked the same path you’re on… raising young families, navigating rising costs, reviewing countless business models and financial plans, and feeling the weight of making wise decisions for the people we love most. As business owners ourselves, we’ve scrutinized thousands of scenarios just like yours. And we understand the frustration of high fees and unclear advice, especially in retirement. That’s why we built a better approach: transparent, lower-cost stewardship that puts your goals first. We’re not just advisors. We’re fellow stewards who’ve been there, and we’re here to guide you with the empathy and expertise that comes from real, lived experience. Schedule a pressure-free consultation today and we'll see how we can help lighten the load.
We have been in your shoes
We’ve walked the same path you’re on… raising young families, navigating rising costs, reviewing countless business models and financial plans, and feeling the weight of making wise decisions for the people we love most. As business owners ourselves, we’ve scrutinized thousands of scenarios just like yours. And we understand the frustration of high fees and unclear advice, especially in retirement. That’s why we built a better approach: transparent, lower-cost stewardship that puts your goals first. We’re not just advisors. We’re fellow stewards who’ve been there, and we’re here to guide you with the empathy and expertise that comes from real, lived experience. Schedule a pressure-free consultation today and we'll see how we can help lighten the load.
How it works:
How it works
01: Complimentary consultation
Connect with our team and tell us a little bit about your goals.
02: Build your plan
We’ll craft a personalized financial roadmap that aligns with your values.
03: Save money and grow your assets
Protect your hard-earned capital and watch it grow.
We know that you want to be a good steward of your finances.
Most people feel overwhelmed trying to manage money wisely in an expensive world—bills keep rising, savings feel out of reach, and it’s easy to wonder if you’re making the right choices for your family’s future.
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Frequently Asked Questions
Why is it called 3:23?
The name 3:23 comes from Colossians 3:23, which says, "Whatever you do, work heartily, as for the Lord and not for men.” This verse guides everything we do as your financial advisors. Whether we're referring you to trusted professionals, stewarding your assets with care, or helping you manage your dollars, we approach our work as stewards—not owners—of what ultimately belongs to God. We serve with love, humility, and excellence, always pointing to Him as the true source of provision rather than ourselves.
How often can we expect to meet / how often do we meet with you?
We keep communication consistent and accessible without overwhelming your schedule. All clients have full access to our calendar for on-demand calls whenever you need us. You’ll also receive weekly market updates, quarterly personalized portfolio review videos, quarterly financial plan update videos, and at least one comprehensive annual review (virtual or in-person). This structure provides regular touchpoints while giving you the flexibility to reach out anytime.
Why is it called 3:23?
The name 3:23 comes from Colossians 3:23, which says, "Whatever you do, work heartily, as for the Lord and not for men.” This verse guides everything we do as your financial advisors. Whether we're referring you to trusted professionals, stewarding your assets with care, or helping you manage your dollars, we approach our work as stewards—not owners—of what ultimately belongs to God. We serve with love, humility, and excellence, always pointing to Him as the true source of provision rather than ourselves.
How often can we expect to meet / how often do we meet with you?
We keep communication consistent and accessible without overwhelming your schedule. All clients have full access to our calendar for on-demand calls whenever you need us. You’ll also receive weekly market updates, quarterly personalized portfolio review videos, quarterly financial plan update videos, and at least one comprehensive annual review (virtual or in-person). This structure provides regular touchpoints while giving you the flexibility to reach out anytime.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Website by Parable Marketing Group
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of 3:23 Financial Services LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by 3:23 Financial Services LLC an Investment Advisor in the State of Texas. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Website by Parable Marketing Group