About Us
Faith, Wisdom, and Financial Clarity
In a world full of financial noise, it’s easy to feel overwhelmed—countless opinions, ever-changing advice, and a constant push toward what’s new, fast, or trending. But true financial wisdom doesn’t come from chasing the latest strategy; it comes from something deeper, something timeless.
Faith at the Heart of Your Financial Journey
Are you drowning in information but thirsty for wisdom?
The Bible contains over 2,000 verses about money and possessions, making it the ultimate financial guide. At Bass Financial, we bring a biblical worldview to your financial planning, rooted in the belief that God uses money to:
- Give us purpose
- Shape our character
- Demonstrate His faithfulness
Finding Truth Amidst the Noise
The financial world can feel overwhelming, with advice coming from every direction. To find clarity, Bass Financial turns to scripture, offering guidance grounded in God’s wisdom. While our faith drives our approach, we warmly welcome clients from all beliefs. No matter where you stand, we provide clarity and help you make informed decisions rooted in your values.
Let’s bring order to the chaos and align your financial goals with a greater purpose.
Faith-based Financial Planning
What sets faith-based financial planning apart? It’s a perspective grounded in biblical principles, challenging worldly views about money. Unlike faith-based investing, which focuses specifically on aligning your investment portfolio with your values, faith-based financial planning takes a broader approach. It integrates your faith into every aspect of your financial life—budgeting, retirement planning, giving, and beyond.
Our comprehensive services include:
Faith-based Financial Planning
Align your financial goals with your spiritual values.
Retirement Planning
Plan for a fulfilling and purposeful future.
Investment Management
Build a portfolio that reflects your values.
Estate Planning
Protect your legacy while supporting what matters most.
Tax Efficiency
Maximize resources to give generously and invest wisely.
Ready to align your financial journey with your faith?
Faith-based Investing
Your financial decisions should reflect what matters most to you. At Bass Financial, we take a holistic approach to faith-based financial planning, integrating your values into every aspect of your financial strategy—including investment management.
Rather than limiting investments to a rigid set of exclusions, we focus on aligning your portfolio with your broader financial goals, values, and risk tolerance. Our approach ensures that your investments support your long-term success while respecting the principles that guide you.
Start investing in alignment with your faith and values.
Our comprehensive services include:
Guidance Rooted in Stewardship
A focus on financial wisdom, generosity, and responsible wealth management.
Values-Based Investment Management
A customized portfolio built around your priorities, risk tolerance, and objectives.
Comprehensive Portfolio Management
Balancing values with financial performance.
Our Team
Our team is dedicated to serving you with faith, integrity, and a focus on your financial well-being. Together, we work to provide you with clear, trustworthy advice and guidance at every step of your financial journey.
Carl Bass
President & Financial Advisor
With decades of experience and a heart for teaching, Carl brings wisdom and clarity to your retirement planning journey.
Todd Adams, MBA, CFP®
Vice President & Financial Advisor
Todd combines 15+ years of expertise with a passion for objective, biblically-based financial advice.
Linda Williams
Client Service & Plan Implementation
Linda ensures every detail of your financial plan is executed with care and precision.
Check the background of investment professionals on FINRA’s BrokerCheck.
Discover God’s Plan for Your Finances
Are you ready to align your financial journey with Biblical wisdom?
Discover how God uses money to shape your purpose and reveal His faithfulness.
You’re Invited to a Complimentary Consultation
We invite you to meet with Bass Financial for a complimentary consultation.
Schedule your appointment today to begin your journey to financial confidence.
Book Your Consultation Today!