Hi, I am
CFP®, CKA®
Nick Lombardozzi is the Faith-Driven Wealth Advisor. He helps Christians maximize their giving, minimize taxes, and build a lasting legacy. His approach blends biblical principles with proven financial strategies to help clients create financial plans that align with their values and goals.
Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.
Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."
Nick Lombardozzi is a financial advisor who is also a devoted family man, church leader, passionate golfer, avid traveler, and fan of Phil Wickham's music.
I graduated from Liberty University with a degree in Financial Planning & Services.
I started my finance career as a Junior Financial Advisor at Barrows Sollenberger Group, learning the vital role of tax-integrated wealth management.
I married Cassidy and it was the start of our incredible journey together, building a life and family filled with love.
The birth of our daughter, Oaklyn, ignited a fire within me to be the best version of myself for my family.
Upon passing my CFP exam, I became a Financial Advisor and relocated to Arizona with my wife.
Supporting our family on a single income shortly after marriage taught us invaluable budgeting lessons and strengthened our reliance on God.
Driven by a higher calling, I left my position at Creative Planning to found Kingdom Wealth Advisors, dedicated to aligning financial strategies with Christian values."
Driven to help Christians prepare for retirement with a faith-centered approach, I authored the book "Your Retirement, God's Kingdom."
We welcomed two more beautiful daughters, Bria and Hadley, into our lives, forever enriching our family.
“What I tell clients is that the long-term benefits usually outweigh the opportunity costs, especially because of the lower premiums and the financial security insurance affords. It will also teach children the value of responsible financial behaviors.”
"Saving for education strengthens rather than competes with your retirement goals, allowing you to build a secure financial future."
"Self-employed individuals can take control of their financial future by proactively planning for retirement, understanding their unique tax situations, and leveraging insurance to protect themselves and their income."
Nick understands the significant impact taxes can have on your finances, especially in retirement. His experience in tax planning allows him to proactively identify strategies to minimize your tax burden. He'll guide you through decisions about asset location, Roth conversions, and charitable giving, ensuring your financial plan aligns with your tax goals.
Nick recognizes that retirement planning is about more than just investments – it's about creating the life you envision. His experience helps him guide you through crucial decisions about income sources, healthcare costs, and your legacy. Whether you're years away from retirement or approaching it soon, Nick will develop a tailored plan to give you the confidence and resources to retire on your terms.
Nick is aware that markets can be unpredictable. His investment experience means he can develop a personalized strategy based on your risk tolerance and goals. He emphasizes regular communication and portfolio reviews, ensuring your investments stay aligned with your long-term objectives, even in changing market conditions.
Nick recognizes that estate planning is about protecting your legacy and loved ones. His experience allows him to guide you through the process of creating wills, trusts, and other essential documents. Nick will work with you to understand your goals and can collaborate with your attorney to ensure your estate plan is comprehensive and reflects your wishes.
Nick knows the importance of aligning charitable giving with your financial goals. His experience allows him to suggest strategies like donor-advised funds and gifting appreciated assets, helping you maximize the impact of your donations while optimizing your tax situation.
"Nick has lots of wisdom and made the complexities of finances and how to save for retirement easy to understand."
