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Eric Scovill: How to Build a Financial Advisory Firm That Puts Purpose First
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In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Eric Scovill, a financial planner and principal at Storehouse Wealth, a Christ-focused multi-family office. Eric shares his unconventional journey from construction to financial planning and how his faith-driven approach has allowed him to serve ultra-high-net-worth families in a deeply impactful way. Eric discusses stewardship, philanthropy, and aligning Christian capital with meaningful investments, offering insights that can transform how advisors think about wealth, purpose, and faith-driven financial planning.
Key Takeaways:
- The Best Paths Are Often Unexpected (03:15) – Eric never planned to become a financial planner, but faith and a willingness to pivot led him to where he is today.
- Impact Matters More Than Returns (07:43) – Ultra-high-net-worth clients care less about investment returns and more about how they’re using their wealth to make an impact.
- Bold Moves Require Faith (15:16) – Financial advisors shouldn’t be afraid to take bold steps in their business—it’s okay to challenge conventional wisdom and trust God’s plan.
- Real Financial Planning is About People, Not Just Portfolios (28:49) – True financial planning isn’t just about balance sheets—it’s about facilitating difficult but necessary conversations that strengthen families and legacies.
- Aligning Capital with Purpose is a Game-Changer (36:59) – Aligning Christian capital with meaningful projects is one of the biggest opportunities (and challenges) for financial advisors today.
Eric Scovill: "When someone trusts you with their wallet, they tend to trust you with their heart."
Rob Brown: "There’s a real opportunity for financial advisors to make a genuine difference in their clients’ lives—some of that is getting them across goal lines, like retirement, but there’s the ability to go further."
About Eric Scovill: Eric Scovill is the founder of a Christ-focused multi-family office and a partner in a suite of direct investments. With a mission to align faith and finances, Eric is passionate about integrating the whole truth of the Bible into the role of financial planning. Through his work, he strives to cultivate true stewards who approach wealth with a Kingdom-first mindset.
Connect with Eric Scovill:
Website: http://storehouseassets.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/eric-scovill-financial/
Podcast: Wealth Well Done: https://podcasts.apple.com/us/podcast/wealth-well-done/id1677000993
Episode References:
Connect with Rob Brown:
Email: [email protected]
Website: http://truestfan.com/
LinkedIn: https://www.linkedin.com/in/truestfan/
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