Guidestone Advisors

GuideStone Advisors manages investment portfolios and provides personalized financial planning for individuals, trusts, estates, and business entities. The firm offers several packaged services, including GuideStone Wealth Management, which combines investment management with comprehensive financial planning, and GuideStone Managed Accounts, which offers basic planning alongside portfolio management. The firm adheres to a Christian faith-based investing policy, avoiding companies involved in industries such as alcohol, tobacco, gambling, and abortion, unless requested otherwise by a client. GuideStone Advisors is affiliated with several organizations related to the Southern Baptist Convention, including a broker-dealer, an investment company, and an investment manager, and frequently recommends affiliated mutual funds and investment products. While the firm requires clients using certain brokerage services to use Charles Schwab as a custodian, it also manages accounts held directly through affiliated platforms and employee benefit plans. The firm operates on a discretionary basis for most investment management services, tailoring strategies to each client's risk tolerance, goals, and personal preferences.