Our Services
Financial Planning | Investment Management
Values-Based Investing | Life Planning
Independent RIA
Comprehensive Financial Planning
Retirement planning, tax planning, estate planning, and more.
We craft personalized financial plans that cover all areas of wealth management, including cash-flow and debt management, retirement planning, tax strategies, company stock, charitable giving, and estate planning. We provide holistic financial planning that integrates every aspect of your financial life. Our approach is tailored to help you achieve your personal and financial goals, whether it's saving for retirement, managing debt, planning for education, or leaving a lasting legacy. We take into account your faith, values, and purpose to create a plan that aligns with what matters most to you. By offering personalized guidance, we empower you to make informed decisions that lead to financial security and peace of mind for you and your family.
Investment Management
Focused on growth, risk management, and aligning investments with values.
Our investment management services are designed to help you grow and preserve wealth while staying aligned with your faith, values, and goals. We build and manage personalized portfolios that reflect your financial goals, risk tolerance, and long-term vision, while prioritizing investments that support responsible business practices and contribute to human flourishing. With a disciplined, research-driven approach, we seek to maximize returns and minimize risk, ensuring your investments align with what matters most to you—both financially and spiritually.
Values-Based Investing
Offering faith-based and biblically responsible investment options.
We offer faith-driven investment options that seek to create meaningful impact, aligning your investment strategies with your deepest convictions. Our values-based portfolios are designed to reflect what matters most to you—investing in companies that contribute to human flourishing, respect the dignity of people, and operate with integrity. By focusing on companies that create long-term value, we help you ensure your investments are a true extension of your faith and values.
Life Planning
Guiding clients to live generously, fulfill their calling, and make a lasting impact.
We take you on a Life Impact Stewardship Journey, guiding you to align your financial resources with your higher purpose. Our process helps you clarify your values and calling, enabling you to live generously, steward your wealth responsibly, and create a lasting legacy. Through this journey, we work with you to ensure that every financial decision supports your desire to make a meaningful impact on your family, community, and beyond, while fulfilling your God-given purpose.
Independent RIA