Latin term meaning: "Before the sight of God."

Mantra of Living Coram Deo: To live one's entire life in the presence of God, under the authority of God, to the glory of God.

Our financial planning team offers a comprehensive approach to achieving your financial goals from a Christian, Biblical worldview. We work with you to create a plan that is tailored to fit your individual needs and help you reach your financial goals with confidence. Our services are designed to help you make sound, informed decisions that will benefit your future.

It’s quite easy. Complete a contact form, and an advisor will reach out to you within 24 hours. 

You can reach out to our office line at (717) 969-3004, and our service team will be able to either help you immediately or direct you to an advisor who can help you.

The quick answer is no. We work in a team atmosphere which means each of our advisors are in tune with what is going on with your portfolio. If your primary advisor is not available, we can ensure that someone is available to help you through. Email: team@coramdeoadvisors.com

Coram Deo Advisors, LLC is a financial planning team focused on helping our clients achieve their financial goals. We bring a Christian and Biblical worldview to our services and strive to ensure that our client's investments are aligned with their values.

Coram Deo Advisors, LLC provides a variety of services tailored to each individual client's needs. These services include retirement planning, portfolio management, investments, estate planning, tax planning, and more. 

Coram Deo Advisors, LLC is unique in that we provide financial planning and investment advice with a distinctly Christian and Biblical worldview. We strive to ensure that your investments are in line with your values and that you are taking steps to achieve your financial goals.

At Coram Deo Advisors, LLC, we understand that managing finances can be difficult and confusing. Our team of experienced financial advisors can help you make informed decisions about your financial future. We provide tailored advice and strategies that are tailored to your individual goals, needs, and objectives. With our help, you can create a plan that will help you achieve financial security and stability.

At Coram Deo Advisors, LLC, we provide a range of services designed to help you manage your finances and secure your financial future. Our services include financial planning, investments, retirement planning, estate planning, insurance planning, and tax planning. We also offer guidance and advice on financial literacy, budgeting, and debt management.

Getting started with our services is easy. Contact us to set up a free consultation to discuss your financial goals and objectives. We will work with you to develop a personalized plan to help you achieve your goals. Once the plan is finalized, our team of experienced financial advisors will provide ongoing support and advice to help you meet your financial objectives.

Yes! Coram Deo Advisors, LLC offers a free consultation to discuss your financial goals and needs. 

Coram Deo Advisors, LLC has over 30 years of experience in financial planning and investment advising.

Coram Deo Advisors, LLC provides a wide range of services, including investment advising, retirement planning, estate planning, tax planning, and more.

Yes, Coram Deo Advisors, LLC is a licensed financial planning team. 

Yes, Coram Deo Advisors, LLC is a fiduciary. We are dedicated to putting our client’s best interests first. We strive to provide objective advice and services that are tailored to meet our clients’ individual needs.

Coram Deo Advisors, LLC offers comprehensive financial planning services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and more. Our goal is to help our clients achieve their financial goals and objectives.

Coram Deo Advisors, LLC provides comprehensive financial planning services to individuals and families. Our services include retirement planning, investment management, estate planning, tax planning, and insurance planning.

Coram Deo Advisors, LLC can help you create a diversified portfolio that is tailored to meet your specific goals. We will help you choose between one of our Faith-based portfolio options to help you reach your risk tolerance and financial objectives. We work with you to create a portfolio that is both diversified and appropriate for your long-term needs.

Many of our advisors also hold advanced degrees in finance, accounting, law, or related fields. All of our advisors are committed to providing the highest level of service and advice.

The more complex your life becomes, the more likely it will be that you’ll benefit from a personal relationship with a financial advisor. Once you’ve begun your profession, start paying taxes, have needed to save and grow assets to provide for retirement, have a home or want to own a home, get married, have children, and so on, you’ll enjoy the benefits of having a financial plan created by a qualified financial advisor. Ideally, the financial advisor would also be an experienced investment manager.

We will meet with you either in person or over the phone whenever you need us to. We meet formally at least once per year when we provide you with a comprehensive report that shows your portfolio’s performance and analysis.

When you come in for your consultation, we’ll ask you to bring your latest financial statements (banking, investments, employer-provided retirement plans, etc.) and a current tax return. We’ll review this information and discuss income sources, retirement plan contributions and balances, financial and real estate assets, insurance coverage, mortgages, other debts, and estate planning documents. Prior to our appointment, we will ask that you complete a Financial Planning Information form that provides us with basic information about you and summarizes your current financial situation.

With a client’s permission, we will always work with their other advisors. In fact, we strongly advise we work as a team on their behalf. Allowing us to speak with them and provide or receive information directly assists us in connecting all our client’s financial professionals efficiently.

Coram Deo Advisors, LLC adheres to a strict information Privacy Policy. Coram Deo Advisors, LLC does not have custody of your assets. Instead, they are “held” at an independent 3rd party custodian (Charles Schwab) who reports to you on your assets and activity. Special secure computer links connect Coram Deo Advisors, LLC to your custodians and Coram Deo Advisors, LLC. This provides secure, immediate access to your investments. This enables us to electronically submit your trades and monitor all activity within your account. Schwab may also belong to groups to protect your assets, such as the Securities Investor Protection Corporation (SIPC), which provides up to $500,000 to protect your securities held at your custodian ($100,000 for claims of cash balances). To supplement the SIPC coverage, some custodians provide additional insurance protection for total net equity (cash and securities) in excess of the $500,000/ $100,000 coverage provided by SIPC. Note that neither SIPC nor excess coverage protects against a decline in the market value of securities.

Coram Deo Advisors charges a management fee to invest the assets you entrust in us. We may instead receive commissions if that type of product is what is determined to be in your best interest. 

No, we do not have a portfolio minimum. There are minimums for us to correctly diversify your portfolio with individual equity names.

Not generally. Occasionally, it will be necessary to react quickly to management changes or other situations we may encounter. Of course, we will discuss any changes as soon as possible. The asset custodians immediately provide trade confirmations, and the trades will be reflected on the next periodic report from the custodian.