Christian Values Based

The values we use are based on Christian principles like – integrity, serving, loyalty & lasting relationships, good stewardship, morality, family, charity, and putting others first.

Financial Planning and Advice

Our planning and advice is based on years of experience, time proven principles, and wisdom. We guide you in making wise choices to help you pursue your financial goals and line up with these values.

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Investment Management

We help you invest in responsible companies that have a positive impact on our society while avoiding those involved in known unethical activities.

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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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We act as your guide helping you make wise financial decisions throughout life. We work with you to understand your entire financial picture, goals, priorities and what matters most to you, then craft your plan accordingly.

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Schedule an Appointment

Existing Clients

i.e. Annual meeting or general questions

If you’re an existing client, click the link below to schedule an appointment with our team.

Potential Clients

i.e. You'd like to learn more about us

Interested in becoming a client or learning more about our services? Click the link below to schedule a consultation.