Broker Check

1219 13th Street South, Great Falls, MT 59405

(406) 454-8888
dave.deffinbaugh@lpl.com
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A Biblically Based Approach to Financial Planning

Did you know there are 2,350 verses in the Bible about financial matters?  How we handle our finances is important to God.  Biblical guidance will provide order to the chaos in our lives. 

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I want to help people be good stewards of what God has given them

God owns it all.  HE has given each of us the ability to earn an income.  Do we use that income for God's purposes or our purposes?

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Getting Started

We work with our clients to determine your monthly cash flow using a worldly cash flow model.  From there, we educate our clients about biblical financial values to upgrade to a biblical cash flow model. 

Our History

 I am a financial professional and love to help people understand the tools available to them to meet their needs.

My Values

I believe there is a disconnect between what we profess as Christians and how we use the financial gifts God has given us.  My mission is to help my clients align their biblical values with their investment values.

David Deffinbaugh

David Deffinbaugh, CPA

Financial Representative

(406) 454-8888

(406) 454-8889

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Disclosure

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Verus Capital Partners, LLC, a registered investment advisor and separate entity from LPL Financial.

Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FDI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.