Charles Battle offers comprehensive financial planning and advisory services combining faith-based perspectives with professional credentials including CFP certification and divinity training.
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Battle and Company is a financial advisory firm founded by Charles E. Battle, a professional with over 40 years of combined experience across finance, insurance, and religious ministry. Battle holds a CFP (Certified Financial Planner) credential from the College for Financial Planning (1984), a Masters of Divinity from Iliff School of Theology (2006), and a Doctor of Divinity from Faith Bible College. He is also a former professional football player and ordained Senior Pastor, giving him what he describes as a unique "team approach" to financial problem-solving.
The firm offers comprehensive financial planning services that integrate multiple disciplines into a balanced approach to solving life's financial problems. Their website indicates they work with individuals on financial strategy and provide education around financial wellness. They specifically market programs to churches and non-profit organizations that benefit both those institutions and the communities they serve. Testimonials mention guidance on Medicare Advantage Plans and health insurance optimization, suggesting their scope includes benefits planning and insurance consultation.
Battle's philosophy emphasizes long-term strategy over short-term market volatility and frames financial advice within a holistic life-context paradigm. He has developed what he describes as an "innovative national grassroots program" combining education and nutrition to improve health, social, financial, and quality-of-life outcomes for seniors in minority and disadvantaged communities. The firm positions itself as providing solutions-focused financial guidance rather than problem-focused analysis.
The company operates as a small, principal-led advisory practice based in Denver, Colorado. While positioning itself as comprehensive financial planning, the website provides limited specifics about service scope, fee structure, or formal credentials beyond the principal's qualifications. The categorization as "free-help" appears aspirational rather than descriptive of actual current operations, though the nonprofit and community-focused initiatives suggest some educational or pro-bono elements.
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Yes. Battle and Company is a registered company, headquartered in Denver, CO.
Battle and Company plans start at Free per month with no setup fee. No money-back guarantee is offered.
Results vary by individual situation. Contact the provider to discuss expected timelines for your specific needs.
CreditDoc Diagnosis
Battle and Company is best suited for faith-oriented individuals or organization leaders seeking holistic financial guidance from an advisor with both professional CFP credentials and deep religious training. The main caveat is that the website lacks transparency about current service capacity, pricing, geographic service area, and specific offerings—interested parties will need to contact directly via phone (303-388-4357) or email to understand whether services match their needs and financial situation.
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