Faith-Based Financial Planning

Your Bridge to
True Wealth

Bridging the gap between your money and what matters most –
freedom, family, and faith.

man and woman kissing on brown grass field during daytime
man and woman kissing on brown grass field during daytime
man and woman kissing on brown grass field during daytime

Built for Real Life

Guidance That Fits Your Life
And Grows With It

Guidance That Fits Your Life—And Grows With It

We’re here to help you bring order to the complexity of life, with clear planning and intentional investing that aligns with what matters most to you.

"One gives freely, yet grows all the richer; another withholds what he should give, and only suffers want. Whoever brings blessing will be enriched, and one who waters will himself be watered."
Proverbs 11:24-25

Why Us?

We're Not Your Typical Financial Advisor

The Typical Advisor

No integration of goals, values, and faith

One-size-fits-all planning and investment strategies

Minimal or no tax or estate planning

Incentivized to sell products with commissions

Reactive; lacks partnership with client

Our Approach

Integration of goals, values, and faith

Personalized investment strategies built for you

Deep integrated tax and estate planning

Fee-only; no sales commissions or quotas

Ongoing proactive partnership year-round

Building Your Bridge to Financial Peace

Our Financial Planning Process

Your financial journey doesn't have to be complicated or overwhelming. We've designed a straightforward, transparent process that takes you from uncertainty to confidence—one step at a time. Here's exactly what to expect when you work with Brucker Wealth.

01

Discovery Meeting

30-45 minutes

Cost: Complimentary

Getting to know you and your family's story

This is where it all begins. We'll have an honest conversation about your family's financial situation, your values, and what matters most to you. No pressure, no sales pitch—just an opportunity to see if we're the right fit for each other.

01

Discovery Meeting

30-45 minutes

Cost: Complimentary

Getting to know you and your family's story

This is where it all begins. We'll have an honest conversation about your family's financial situation, your values, and what matters most to you. No pressure, no sales pitch—just an opportunity to see if we're the right fit for each other.

01

Discovery Meeting

30-45 minutes

Cost: Complimentary

Getting to know you and your family's story

This is where it all begins. We'll have an honest conversation about your family's financial situation, your values, and what matters most to you. No pressure, no sales pitch—just an opportunity to see if we're the right fit for each other.

02

Planning Meeting

60-90 minutes

Begins upfront planning fee

Diving deep into your complete financial picture

This is where we roll up our sleeves and get to work. Before this meeting, you'll receive access to our secure planning portal to connect your accounts. During our time together, we'll explore every aspect of your financial life and clarify your priorities.

02

Planning Meeting

60-90 minutes

Begins upfront planning fee

Diving deep into your complete financial picture

This is where we roll up our sleeves and get to work. Before this meeting, you'll receive access to our secure planning portal to connect your accounts. During our time together, we'll explore every aspect of your financial life and clarify your priorities.

02

Planning Meeting

60-90 minutes

Begins upfront planning fee

Diving deep into your complete financial picture

This is where we roll up our sleeves and get to work. Before this meeting, you'll receive access to our secure planning portal to connect your accounts. During our time together, we'll explore every aspect of your financial life and clarify your priorities.

03

Blueprint Presentation

90 minutes

The big reveal

Revealing your custom roadmap to financial success

This is the moment you've been waiting for. We'll present your complete financial blueprint—a comprehensive plan showing exactly how to bridge the gap between where you are today and where you want to be.

03

Blueprint Presentation

90 minutes

The big reveal

Revealing your custom roadmap to financial success

This is the moment you've been waiting for. We'll present your complete financial blueprint—a comprehensive plan showing exactly how to bridge the gap between where you are today and where you want to be.

03

Blueprint Presentation

90 minutes

The big reveal

Revealing your custom roadmap to financial success

This is the moment you've been waiting for. We'll present your complete financial blueprint—a comprehensive plan showing exactly how to bridge the gap between where you are today and where you want to be.

04

Blueprint Implementation

60 minutes

Making it happen

Turning your plan into reality

Having a great plan is just the beginning. This is where we help you execute every recommendation, handle the paperwork, and coordinate with other professionals to bring your blueprint to life.

04

Blueprint Implementation

60 minutes

Making it happen

Turning your plan into reality

Having a great plan is just the beginning. This is where we help you execute every recommendation, handle the paperwork, and coordinate with other professionals to bring your blueprint to life.

04

Blueprint Implementation

60 minutes

Making it happen

Turning your plan into reality

Having a great plan is just the beginning. This is where we help you execute every recommendation, handle the paperwork, and coordinate with other professionals to bring your blueprint to life.

"The plans of the diligent lead to profit as surely as haste leads to poverty."
Proverbs 21:5

Who We Serve

We Meet You Where Life Happens

We Meet You Where
Life Happens

Whether you're growing your family, your career, or both, we help you move forward with clarity.

Busy Families

Life is busy—between careers, kids, and everything in between, it’s hard to focus on finances. We help you stay organized and plan with purpose.

We help you:

Stay organized, clear, and on track

Plan for education, protection, and flexibility

Make space for what matters most

Professionals & Executives

Your career is thriving, but complexity follows. We help you navigate stock options, grow wealth tax-efficiently, and protect against risks.

We help you:

Build toward freedom, purpose, and legacy

Optimize equity compensation and additional income

Create a tax-efficient plan for long-term wealth

Business Owners

You’ve built something meaningful—but balancing business and personal finances is hard. We help turn success into lasting wealth for today and tomorrow.

We help you:

Integrate your personal and business goals

Optimize tax strategy at the business and personal level

Diversify your wealth outside your business

Real People, Real Planning

Meet the Founder

I’m Kurt, and I founded Brucker Wealth because I believe true financial advice should be personal, practical, and anchored in your deepest values—especially your faith and vision for the future.

With over eight years’ experience, I’ve learned that wise stewardship involves far more than numbers. My approach blends faith-driven principles and comprehensive financial planning. As a fiduciary, my commitment is to walk alongside you with wisdom, clarity, and trust.

My mission isn’t just to manage money; it’s to empower you to make confident decisions and build a meaningful life—one that honors God, serves others, and reflects the legacy you’re uniquely called to steward.

"If you have not been trustworthy in handling worldly wealth, who will trust you with true riches?"
Luke 16:11

Why Us?

Why People Choose Brucker Wealth

Why People Choose
Brucker Wealth

 Integration of goals, values, and faith
Integration of goals, values, and faith
Transparent, fiduciary-only advice
Transparent, fiduciary-only advice
Comprehensive planning using advanced technology

Comprehensive planning using advanced technology

Comprehensive planning using advanced technology
 Ongoing partnership, not just annual meetings

 Ongoing partnership, not just annual meetings

Ongoing partnership, not just annual meetings
Personal accessibility and responsive service

Personal accessibility and responsive service

Personal accessibility and responsive service
No asset minimums—we believe in your potential

No asset minimums—we believe in your potential

No asset minimums—we believe in your potential

Let's Get Started

Your Future, Planned with Purpose

Your Future, Planned
with Purpose

Whether you’re ready to dive in or just exploring your options, we’re here to help you take the next step with clarity and confidence.

kurt@bruckerwealth.com

(404) 480-0940

Atlanta, GA

© 2025 Brucker Wealth. All Rights Reserved.

kurt@bruckerwealth.com

(404) 480-0940

Atlanta, GA

© 2025 Brucker Wealth. All Rights Reserved.

kurt@bruckerwealth.com

(404) 480-0940

Atlanta, GA

© 2025 Brucker Wealth. All Rights Reserved.