How We Help You Build a Wealth Plan That Lasts

It all starts with a conversation.
From there, we walk with you — step by step — through a personalized process that brings clarity, confidence, and eternal perspective to your financial life.

Our 4-Step Process

GATHER

Start with a no-cost, no-pressure conversation.

We’ll get to know you — your values, your goals, your current financial picture — and answer any questions you have.

This is simply a chance to talk and see if we’re the right fit.

GUIDE

We help you organize your finances around what matters most.

Together, we’ll review your current financial structure and begin identifying opportunities, risks, and priorities using our LIVE | GIVE | OWE | GROW filter.

You’ll walk away with a clearer picture of where you are and where you want to go.

GENERATE

We design your personalized wealth plan.

Using biblical principles and strategic expertise, we’ll craft a plan that aligns your resources with your faith, family, and future.

You’ll see how each piece — investments, giving, taxes, estate — fits into one unified strategy.

GUARD

We walk with you for the long haul.

As your life and goals evolve, we’ll review your plan regularly, offer proactive advice, and keep your strategy aligned with your values.

Our commitment doesn’t end with a plan — it begins there.

Built on Biblical Wisdom

Every family is unique — but many of the people we serve share a common desire:
to steward well and leave a lasting legacy.

We believe wise stewardship is about more than growing wealth.

It’s about aligning your financial life with God’s purposes — living intentionally, giving generously, and preparing wisely for the future.

What is a biblical worldview wealth planning?

Biblically worldview wealth planning integrates timeless principles from the Bible—such as stewardship, generosity, contentment, and legacy—into modern wealth strategies.

How is Stone Oak Wealth different from traditional wealth advisors?

Stone Oak Wealth weaves a biblical worldview into every financial plan, helping clients align their money decisions with their faith, values, and long-term purpose.

Can faith and wealth planning really go together?

Absolutely. Scripture offers practical wisdom on money—budgeting, saving, giving, and avoiding debt—and we help clients apply those truths to today’s financial landscape.

What does “Live. Give. Owe. Grow.” mean in wealth planning?

It’s a simple framework to help manage money intentionally and order of priority: Live on less than you make, Give generously, Owe wisely, and Grow what’s entrusted to you.

Live, Give, Owe, Grow are the only four places to allocate each dollar earned. The percentage you allocate to each bucket is a true indication of priorities.

What Clients are Saying

Real families. Real peace of mind.

“If you want to entrust your finances into someone that will treat you like family and invest your money as if it were theirs, you have found the right place. Donnie, Cris, Abby And the whole team care about their clients. By far the best financial team I’ve ever worked with and they will take my family and I into our golden years!”

— Ryan, Client

“The SOWM team far exceeds expectations in honesty & integrity, best in class knowledge & expertise, and good ole fashioned hospitality.
God literally took us to the very depths in our finances, but that is what allowed us to find SOWM. So it was all worth it. I am so grateful that God lead us to SOWM.”

— Scott M., Client

“Stone Oak Wealth Management has been extremely helpful for me and my husband in preparing for our retirement and investments.They have been very attentive and patient while walking us through every step of our journey. (which we definitely needed) I would recommend them highly.”

— Lesta R.., Client

What the Community is Saying

We are proud recipients of San Antonio’s 2025 “Best of” list.
Voted: Best Financial Planner or Firm

San Antonio Business Journal – Top 20 List
Biggest Money Managers in San Antonio

Ready to Take the First Step?

Let’s build your wealth plan together.

Start Your Wealth Plan