βασιλεία  ·  Kingdom-First Financial Planning

Wisdom for Every Dollar.
Purpose for Every Decision.

Trusted advisor Ben Fox helps individuals and families trade fear and guesswork for a plan that aligns every dollar with purpose — providing for your household, blessing others, and leaving an inheritance to the next generation.

“The earth is the LORD's, and everything in it, the world, and all who live in it.” — Psalm 24:1

Rolling green hills basking in golden sunlight — the earth is the LORD's, and everything in it
The Problem

People have made money its own kingdom.

Finance was not born hostile to faith — it was born from the Bible's own pages. Stewardship, honest weights and measures, sowing and harvest, multiplying what the Master entrusts: the industry's deepest roots run straight through Scripture, and it was built for stewards. Money was never the problem. Somewhere along the way, we stopped asking money to serve the Kingdom and crowned it as one — gave it its own rule, its own liturgy of returns, and its own measure of success that counts balances but never faithfulness. Jesus named the choice plainly: “You cannot serve God and money.” (Matthew 6:24)

The separation is subtle, and nearly all of us live inside it without noticing: convictions over here, finances over there, each operating independently. Everyone wants their money to reflect what matters most to them. Most plans end up with no category for the question that matters most: “Lord, what would You have me do with what You've placed in my hands?”

The result is a map to a destination you never chose.

An open Bible, a journal, a pencil in hand, and morning coffee on a dark wooden table — ordinary, contemplative life
The Mirror

If you are like many of our clients…

You feel a quiet tension…

between wanting to be generous and wondering if you can afford to be.

You've accumulated accounts…

— a 401(k) here, an old IRA there, a brokerage account somewhere — with no unifying plan and no idea if it's enough.

You and your spouse avoid the money conversation…

because it always ends in stress instead of clarity.

You wonder if your advisor's advice…

serves your calling.

You want to teach your children…

how to handle money Biblically, but you're not confident you're modeling it yourself.

You lie awake running numbers…

Scripture says, “Do not be anxious…” — yet no one has ever shown you a plan that makes that peace possible.

Ben Fox meeting with clients, reviewing a plan together
Ben's Story

From Fragmented to Faithful

For years, my finances were separate from who I was. My faith was sincere — it shaped my family, my church, my character. However, my financial life ran on its own track. I had built a career at one of the nation's largest firms, served hundreds of families, done everything the industry called right — and never asked the question underneath it all.

Why was my money the one part of my life my faith didn't touch?

The answer came not through a crisis but through a conviction. Sitting under the teaching and discipleship of Dr. Tony Evans, the Holy Spirit confronted me with the Kingdom Agenda — “the visible demonstration of His comprehensive rule over every area of life.” Nothing separate. Nothing on its own track. If Christ is Lord at all, He is Lord of the ledger. Therefore, I brought my own plan — every dollar, every account, every decision — under His agenda first before I ever asked a client to do the same.

The Greek word Scripture uses for that Kingdom is basileia. This conviction is why our firm exists — and why it bears that name.

That's when I discovered the key truth: money makes a faithful servant and a terrible master. Your faith already informs how you raise your children, how you spend your time, and how you give. It should also inform how your money is held, invested, and transferred. Basileia Wealth exists to close that gap — comprehensively and faithfully, over the long arc of your life.

We own nothing. We steward everything.

The Process

The Path to Your Stewardship Plan

Wealth is never owned — it is entrusted. The steward's job is to manage the Master's resources faithfully, so they multiply and bless the household (Matt 25:14–30). We walk this path together — you are not alone.

IStep One

Survey the Estate

A comprehensive inventory of everything entrusted to you: income, assets, debts, insurance, and — just as important — your calling, conviction, and chapter of life. A steward's first act is to know what the Master has placed in his/her care.“Know well the condition of your flocks.” (Proverbs 27:23)

IIStep Two

Discern the Purpose

Together, we articulate a written stewardship vision that answers the question: What purpose does this wealth serve? Discernment is determining how much is enough — a financial finish line for your lifestyle — so that you can experience financial freedom and greater Kingdom impact.“Give me neither poverty nor riches; feed me with the food that is needful for me.” (Proverbs 30:8)

IIIStep Three

Build the Plan

We build a personalized financial plan that aligns every account, dollar, and decision with that vision: cash flow, investments, taxes, insurance, giving, and estate design. For many, this includes aligning the investments themselves with conviction — because every investment has an impact.“The plans of the diligent lead surely to abundance.” (Proverbs 21:5)

IVStep Four

Tend the Vineyard

A plan is a vineyard, not a monument — planted once, then tended for a lifetime. Through implementation and our regular review process, we prune, water, and adjust the plan season by season, so it keeps bearing fruit.“Every branch that does bear fruit He prunes, that it may bear more fruit.” (John 15:2)

VStep Five

Pass the Baton

We prepare the next generation through family conversations, legacy documents, and preparing the stewards who come after you — whether children, family, or those you choose.“A good man leaves an inheritance to his children's children.” (Proverbs 13:22)

The Transformed Life

Imagine your finances transformed…

01

Peace

Sleep soundly — your written plan keeps watch over the details so you can rest.

02

United

You and your spouse on the same page, having financial conversations that build your marriage instead of straining it.

03

Generous

Giving joyfully and strategically, not from leftovers or guilt.

04

Clear

Every account with a job, every dollar with an assignment.

05

Confident

Making major decisions — home, career, retirement, college — from conviction not anxiety.

06

Free

Released from the comparison treadmill — contentment with purpose.

07

Prepared

Ready for the storm before the clouds form.

08

Purposeful

Watching your resources fund the desires of your heart.

09

Teaching

Passing financial wisdom to the next generation by example.

10

Faithful

Living toward the words every steward longs to hear: “Well done, good and faithful servant.”

The Signature Engagement

The Stewardship Plan

Every lasting build begins the same way: sit down, count the cost, and draw the plans before the first stone is laid.

  1. Step 1: The Discovery Meeting

    An initial conversation covering your full financial picture, including your convictions, callings, and chapter of life.

  2. Step 2: The Stewardship Plan

    A personalized, comprehensive plan aligning cash flow, investments, tax strategy, protection, giving, and estate design with your stewardship vision.

  3. Step 3: The Path Forward

    A closing meeting to walk through the recommended plan — clarity with a mapped path to implementation.

  4. Step 4: The Annual Stewardship Review

    One annual meeting — included — to track progress, tend the plan, and adjust for the new season. In the years that follow, clients continue with the Annual Plan Renewal ($1,250) — a refreshed plan at half the cost of a new one. For clients whose investments we manage, ongoing reviews are always included in the advisory relationship.

The complete engagement: $2,500 — every step above included.

Schedule a Conversation
The Basileia Wealth conference room — brand mark on screen beneath a brass pendant light
Whatever You're Facing

Seasons and Situations We Serve

Every season of stewardship has its own questions.
We walk through every season together.

Young Families & First Foundations
Career Peak & Accumulation
Business Owners
Sudden Wealth or Inheritance
Approaching Retirement
Widowhood & Transition
Generosity & Legacy Planning
College & Next-Gen Planning
Stories of Stewardship

What Others Are Saying

[Compliance-approved client testimonial — ideally naming the transformation: peace, unity, clarity — rather than returns.]

— [Client name / initials, disclosure]

[Compliance-approved client testimonial #2.]

— [Client name / initials, disclosure]

[Compliance-approved client testimonial #3.]

— [Client name / initials, disclosure]
3,000+
individuals connected with, planned for, and served
20+
years in the financial industry
CKA®
Certified Kingdom Advisor — trained to counsel from a Biblical worldview
Fiduciary
advisory services through EverSource Wealth Advisors, LLC, a Registered Investment Advisor
⚠️ Compliance first: testimonials, performance claims, and value statements on a financial advisor's site are regulated (SEC Marketing Rule / state rules). Every element of this section and the two that follow must be reviewed by Ben's compliance officer or counsel before publication. Testimonials may require disclosures — client status, compensation, conflicts. Statistics are cited to their sources in the References at the bottom of this page.
The Investment

The True Value of Financial Peace

For comparison — what this work typically costs in today's marketplace:

  • The Financial Plan — a standalone comprehensive financial plan runs a median of $2,500, and represents roughly a dozen hours of an advisor's focused professional work
  • Ongoing counsel & reviews — ongoing planning retainers run a median of $4,000 per year, with 25% of advisors charging $6,200 or more
  • Advisor planning time — professional planning advice bills at a median of $250 per hour
  • Investment & tax coordination — the typical advisor's all-in cost (advisory fee plus underlying product and platform expenses) runs about 1.65% per year on portfolios up to $1M§
Randy Alcorn's Money, Possessions and Eternity resting on a stack of books and handwritten notes beside a tailored jacket

Now weigh it against the alternatives: the cost of a single bad rollover decision, an uncoordinated tax year, or a decade of overlapping fund fees quietly compounding against you. This is not a cost — it is an investment. Clarity is rarely the expensive option.

Your Investment at Basileia

  • The Stewardship Plan$2,500Comprehensive planning: the discovery meeting, your personalized written plan, a closing meeting with recommendations, and an annual meeting to track the progress, with Certified Kingdom Advisor® Biblical wisdom included.
  • Hourly Counsel$250Focused, one-topic guidance without an ongoing engagement: a second opinion on a rollover, an employer-benefits election, a giving decision, or a one-time review of your plan. You bring the question; you leave with an answer.
  • Annual Plan Renewal$1,250After the first year's included review, clients continue with a refreshed written plan and annual stewardship meeting at half the cost of a new plan. Always included for investment management clients.
  • Investment Management1.25% to 0.75%A transparent, tiered advisory fee annualized on assets: 1.25% on the first $500K, stepping down to 0.75% as assets grow, with ongoing account reviews included at no separate planning charge. Some accounts also carry an additional program management fee, disclosed before you invest.
The Cost of Waiting

Why Try to Steward This Alone?

Without a plan, you risk:

“Which of you, desiring to build a tower, does not first sit down and count the cost?” — Luke 14:28

Most people aren't failing to build.
They're building without ever sitting down. The cost is measurable:

64%*
of Americans have no written financial plan
77%
of pre-retirees expect to be happier in retirement — only 67% of retirees say they actually are
A child soaring on a swing in warm sunlight — carefree, joyful, full of promise
Perspective

A Wise Investment in Your Future

Consider what a person spends in a single year on streaming services, eating out, or one vacation — and compare it to a plan that governs every dollar for decades.

What is the plan actually buying? Not a countdown to a quitting date but freedom — the ability to keep working, serving, and giving in whatever way you are called, in every season. Scripture never pictures the faithful as finished: "They still bear fruit in old age." (Psalm 92:14) A person who saves for freedom rather than merely for retirement often needs a smaller number — and gains a larger life.

This isn't a purchase. It's the counting-the-cost session for a multi-generational tower.

The Next Step

Ready to Become a Faithful Steward
of All You've Been Given?

Bonus: a complimentary Family Stewardship Conversation Guide — a $[__] value — for new clients. [Ben creates this once; it works forever.]
Schedule a Conversation
Common Misconceptions

Myths vs. Facts of
Biblical Stewardship

👑 Biblical stewardship IS🚫 It is NOT
PurposefulMatt 6:33 · 1 Cor 10:31Prosperity-gospel
DiligentProv 21:5 · Prov 6:6–8 · Col 3:23Fearful hoarding
Generous2 Cor 9:7 · Prov 11:25 · Acts 20:35Guilt-driven
PlannedProv 16:9 · Luke 14:28 · Prov 24:27Presumptuous
Contentment1 Tim 6:6 · Phil 4:11–12 · Heb 13:5Poverty-as-virtue
Multiplying the entrustedMatt 25:21 · Prov 13:11 · Eccl 11:1–2Burying the talent
Fruitful in every seasonPs 92:14 · Ps 1:3 · Jer 17:8Retirement as the finish line

Frequently Asked Questions

What makes Basileia Wealth different from other firms?

We provide more than investment management. You receive a comprehensive wealth strategy rooted in a Biblical worldview — stewardship, personal values, and long-term Kingdom impact — so that your finances serve your calling not vice versa.

What happens in the first meeting?

We'll talk about your story, your desires, and your direction — and take an honest first look at your financial picture. No preparation needed, nothing to sign, and no products to buy. You'll leave knowing whether this is the right fit and what a wise next step entails.

Are you a fiduciary?

Yes — twice over. First, the legal and ethical standard: through EverSource Wealth Advisors, LLC, a Registered Investment Advisor, I am obligated to act in your best interest, placing your needs above my own. That duty of undivided loyalty and care arises the moment a client entrusts money, property, or plans to my counsel. Second — and to my mind the weightier commitment — my accountability as a Certified Kingdom Advisor®. The CKA® designation carries its own code of ethics and enforcement, and behind it an accountability to God for how I counsel the clients in my care. You can verify any CKA®, including me, through Kingdom Advisors. [Compliance to approve exact fiduciary language.]

How are you compensated, and what does it cost?

Stewards deserve a straight answer about how their advisor is paid, so here it is. I am a fee-based advisor — a hybrid model. The core of the relationship is direct client fees: advisory fees on assets under management, which include holistic planning services. In addition, when implementing a plan involves certain financial products — investments, insurance, or annuities — I may also earn a commission from the provider. This is different from a fee-only advisor, who is compensated exclusively by client fees. What matters most is that nothing is ever hidden: every fee and any commission is disclosed before you commit to anything, and you are welcome to ask about compensation at any point.

In plain numbers: the Stewardship Plan — my comprehensive planning engagement — is $2,500 (including your first annual review), the Annual Plan Renewal thereafter is $1,250, hourly counsel is $250, and investment management is a tiered advisory fee of 1.25% annualized on the first $500K, stepping down to 0.75% as assets grow — with ongoing reviews included. [Compliance to approve exact wording and required disclosures.]

Do I need a certain amount of assets?

No. Stewardship starts at the foundation — spending plans, protection and insurance, giving, getting the first structures right — and some of our clients began with nothing more than a protection plan. The Stewardship Plan serves clients at that stage just as faithfully as it serves clients with significant wealth. Once a portfolio grows, ongoing investment management typically adds the most value for households with $250,000 or more to invest — this is a milestone on the road not a toll gate at the start of it. Wherever you are, let's have a conversation to help set you on the right path.

Can you help with estate planning and wealth transfer?

Yes. We guide you through estate and wealth-transfer strategies — titling, beneficiaries, trusts, and gifting — to protect what's been entrusted to you, steward taxes wisely, and ensure your legacy carries both your assets and your wisdom to the next generation.

Can you work with my CPA or attorney?

Absolutely — and we prefer it. Good stewardship is a team effort. We coordinate directly with your CPA on multi-year tax strategy and with your attorney on estate documents, so every professional serving your interests is pulling in the same direction.

What if my spouse is skeptical?

Bring them. The first conversation is designed for exactly this — unhurried, pressure-free, and honest about costs and trade-offs. Many of the clients we serve started with one eager spouse and one skeptical one; clarity has a way of uniting them.

How often do we meet?

Clients meet at least annually — the Annual Stewardship Review included in your first year, and the Annual Plan Renewal in the years that follow. For clients whose investments we manage, reviews are ongoing — quarterly account reviews and an annual stewardship meeting are included in the advisory relationship. The door is open between meetings. Plans, like vineyards, are tended season by season — you will never wonder when we'll talk next.

Is this only for Christians?

No. The door is open to anyone who wants planning aligned with their values and a trustworthy process. If you want an advisor who will treat your resources as something more than a scoreboard, you are welcome here.

A Personal Word

From My Heart to Yours

Basileia Wealth

Dear fellow steward,

At Basileia Wealth, my conviction is simple: everything we have is entrusted not owned. I've learned that what we do with money and why we do it are never separate questions — where your treasure is, your heart follows. I've seen what money does to individuals and families when it becomes the master — and what God does when it becomes the servant.

That conviction was born in my own life. For years my faith was sincere — it shaped my family, my church, my character — yet my finances ran on a track of their own. Then the Holy Spirit confronted me with the Kingdom Agenda — “the visible demonstration of the comprehensive rule of God over every area of life.” Nothing walled off. Nothing on its own track. God owns it all, and we are His stewards — entrusted with time, talent, and treasure alike.

Think of Adam in the garden: called to tend and cultivate what he did not own. This is our calling with money. What we pass on is more than a balance — legacy is stewarding talents, faith, and a family's heritage, handed carefully from one generation to the next. I have watched that truth prove itself in my own family's story, as well as in the individuals and families I have been privileged to serve for more than twenty years.

Therefore, this is my invitation — whether you are just laying a foundation or stewarding significant wealth, whether you come alone or with a house full: bring your whole self, faith and finances together. That is how Basileia Wealth serves, because that is how the Kingdom works.

My deepest desire is to help you hear, at the end of it all, “Well done, good and faithful servant.” If your money has been running on a track of its own — apart from your deepest convictions, and apart from the God who spoke them — and you are ready to bring it all back together, I'd be honored to walk with you.

— Ben Fox

Ben Fox, founder of Basileia Wealth
The Person Behind the Promise

Meet Ben

Ben's mission is simple: to help you make wise financial decisions, apply Biblical principles, and hold you accountable to those decisions — for greater peace of mind. A Certified Kingdom Advisor® with more than 20 years in the financial industry, Ben integrates faith and finances so that stewards can comfortably live, give, and grow in alignment with their personal and financial goals.

Ben and his wife, Elizabeth, share five children. They worship together in the Dallas–Fort Worth metroplex, and Ben serves on the board of Sisters of Grace.

  • Certified Kingdom Advisor® (CKA®)
  • 20+ years in the financial industry
  • Facilitator, Faith Driven Investor Foundation Group

Read Ben's Full Bio →

Why “Basileia”?

Basileia (βασιλεία) is the Greek word for “Kingdom” used throughout the Gospels. Our firm exists to put the Kingdom first in financial life: “Seek first the Kingdom of God and His righteousness, and all these things will be added to you.” (Matthew 6:33)

Strength Behind the Steward

The Team Behind Basileia

No steward serves alone. Basileia Wealth is supported by the leadership of EverSource Wealth Advisors and a dedicated service team.

Resources

The Steward's Library

Wisdom for the journey — what Scripture says about money, books worth your shelf, and ministries worth your time.

The Bible & Finance

Scripture speaks about money more than almost any everyday subject — one classic study catalogued 2,350 verses on money and possessions. A sampling, by theme:

Ownership

“The earth is the LORD's, and everything in it.”

Psalm 24:1 · Leviticus 25:23 · Haggai 2:8 · 1 Chronicles 29:14 · Matthew 25:14–30

Planning & Diligence

“The plans of the diligent lead surely to abundance.”

Proverbs 21:5 · Luke 14:28 · Proverbs 27:12 · Colossians 3:23 · Proverbs 3:5–6

Wise Counsel

“Plans fail for lack of counsel, but with many advisers they succeed.”

Proverbs 15:22 · Proverbs 11:14 · Proverbs 12:15 · Proverbs 19:20 · Psalm 32:8

Contentment

“Keep your life free from love of money, and be content with what you have.”

Hebrews 13:5 · 1 Timothy 6:6 · Philippians 4:11 · Ecclesiastes 5:10 · Luke 12:15

Generosity

“It is more blessed to give than to receive.”

Acts 20:35 · Proverbs 3:9 · Proverbs 11:25 · 2 Corinthians 9:7 · 1 Peter 4:10

Honesty & Integrity

“It is required of stewards that they be found trustworthy.”

1 Corinthians 4:2 · Proverbs 20:23 · Proverbs 16:11 · Proverbs 10:9 · Proverbs 13:11

Debt & Margin

“The borrower is the slave of the lender.”

Proverbs 22:7 · Proverbs 22:26–27 · Psalm 37:21 · Proverbs 6:6–8 · Romans 13:8

Legacy & Treasure

“Where your treasure is, there your heart will be also.”

Matthew 6:21 · Proverbs 13:22 · Deuteronomy 6:6–7 · Matthew 6:33 · Psalm 92:14

Unless otherwise noted, Scripture quotations are from the ESV® Bible, used by permission.

Recommended Books

Money, Possessions and Eternity

Randy Alcorn

The comprehensive case that how we handle money is a matter of eternal significance — thorough, Biblical, and life-rearranging.

Master Your Money

Ron Blue

The foundational text of Biblical financial planning, from the mentor behind Kingdom Advisors.

Faith Driven Investing

Henry Kaestner, et al.

Why every investment makes an impact — and how to make yours count for the Kingdom.

Good Money

John Coleman

Six steps to a financial life with purpose: finish lines, meaningful work, and saving for freedom.

The Kingdom Agenda

Dr. Tony Evans

Life under God's rule in every sphere — the theological backbone of Kingdom-first living.

Kingdom Stewardship

Dr. Tony Evans

Managing every resource God has entrusted — time, talent, and treasure — under His Kingdom rule.

Christians in an Age of Wealth

Craig L. Blomberg

A Biblical theology of stewardship — the scholarly backbone: what Scripture actually teaches about wealth, from Genesis to Revelation.

Conformed to His Image

Kenneth Boa

The spiritual formation classic — because stewardship of money flows from the deeper stewardship of the soul.

Ministries We Trust

For Current Clients

Access Your Financial Accounts

Secure login to the tools we use together:
accounts, statements, documents, and reports.

Black Diamond

View investments, performance reports, and quarterly statements.

Log In
Box

Access and share documents in a secure environment.

Log In
Fidelity

Access accounts custodied at Fidelity.

Log In
Charles Schwab

Access accounts custodied at Schwab.

Log In