Our Purpose and Passion
OUR STORY
WHAT BEGAN AS A CALLING BECAME A PASSION.
Guardian Financial Group was started by Jerry Whitley, a successful pastor and businessman, managing a financial services firm. In 2012, while meeting with the CFO of a large ministry organization, he was challenged to provide financial services for pastors. In that moment, he realized that this was more than a challenge, it was his calling. He poured himself into learning as much as he could about retirement strategies for ministers, reading and exploring everything he could get his hands on. He consulted tax experts, attorneys, and other financial professionals. Along his journey, he experienced costly setbacks but ultimately learned crucial lessons about how to best offer financial guidance to ministers. Two years later, in 2014, what eventually became Guardian Financial Group was born.
Almost a decade later, Guardian Financial Group has grown from one man to an entire team of dedicated ministerial finance professionals who have helped thousands of pastors plan and save for retirement.
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Our Company Values
We know that finding a financial advisor can be a difficult decision, and the options can seem overwhelming. We invite you to familiarize yourself with our Core Values, which we hope will give you a better understanding of how we operate.
Who We Serve
OUR PLANNING PROCESS
We take pride in providing ministers and other community leaders with retirement and financial planning services. Our clients have worked hard throughout their careers to serve others, and we understand that they don’t want to be a burden to their communities and congregations. Our team at Guardian Financial Group is ready to lend our experience to those facing the unique challenges of retiring as a minister.
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WORRY-FREE INTRODUCTORY MEETING
A conversation to get to know each other, learn your goals, desires, and financial situation, and to give you a chance to ask whatever questions you may have.
DISCOVERY MEETING
The purpose of this call is to walk through the details of your financial situation. We’ll help you gather your financial statements and talk a little more in depth to understand where you are financially and where you want to get to.
PLAN DELIVERY
We deliver your custom financial plan and all recommendations that will most likely help you to achieve your goals.
IMPLEMENTATION
If you like the plan, we can begin implementation right away.
UNLIMITED AND ONGOING
Unlimited financial advice and ongoing implementation. Once you’re in, you’re in! We begin our annual service and give you regular updates, and whenever you have questions or need assistance, all you have to do is reach out.
Meet Our Team
Jerry Whitley
Principal Partner, Founder
Jerry Whitley has been in bi-vocational ministry for nearly 30 years and has planted and pastored many churches along his life path. He is very experienced in many aspects of the financial services industry.
Keely Rule
Principal Partner, VP of Sales
Keely began a career in the financial industry in 1998, where he spent several years as a top producer with the National Business Association focusing on health and group benefits. In 2000, his career…
