Faith Based. Fiduciary Driven.
Investment Management, Financial Planning & Advice, and Retirement Planning.
Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.
Faith Based. Fiduciary Driven.
Investment Management, Financial Planning & Advice, and Retirement Planning.
Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.
Faith Based. Fiduciary Driven.
Investment Management, Financial Planning & Advice, and Retirement Planning.
Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.
Headquartered in New Braunfels, Texas since 1993. Serving Clients Nationwide.
FINANCIAL ADVISORY SOLUTIONS
We act as your guide helping you make wise financial decisions throughout life. We offer multiple fee-based financial advisory solutions to fit your needs and specific situation.
*Minimum of $100K in Investable Assets
FAITH BASED
We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.
FIDUCIARY DRIVEN
We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.
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