Our Ideal Client
Since we are a Christian financial advisory firm, most clients we attract identify as Christians. However, many people who do not identify as Christians share our values. We respectfully serve everyone with the highest competence and professional ethics.
“THE WISE MAN SAVES FOR THE FUTURE, BUT THE FOOLISH MAN SPENDS WHATEVER HE GETS.”
This guide for Christians will help you think about approaching the holiday season differently and hopefully avoiding a pocket hangover.Read More
We want to ensure your financial plan aligns with your values. We follow biblical money principles to help you build your financial house on a rock.
We design portfolios based on your personal goals, prioritizing low-cost investments and proper diversification.
Being involved in preparing your return allows us to monitor tax planning recommendations from inception to execution.
Beyond the paperwork, we equip you over time to train your family to inherit wealth in a way that honors God and aligns with your values.