Our Process
Our History
Our Values

Our Clients are retirees, business owners, medical and professional service providers, executives, surviving spouses, and other individuals who would benefit from our wealth management. 

Our Typical Clients Are:

  • Morally and ethically grounded.
  • Looking for a long-term relationship with a qualified advisor with strong moral and ethical principles, providing wise counsel.
  • Seek an advisor capable of assessing their financial position and providing a personalized comprehensive approach to managing their wealth.
  • Want an advisor who actively works with their other professional advisors to ensure a coordinated approach to wealth management.
  • Desire to work with a CERTIFIED FINANCIAL PLANNER™ professional.
  • Are inclined to honor God with a stewardship approach to managing wealth.

We Are Not a Fit If:

  • You are looking for discount investment management. We are not a discount provider. We offer a broad scope of premium services at a fair value.
  • You like to ‘time’ or speculate in the market. We work with clients who like to invest not speculate. Our clients appreciate the importance of asset allocation, diversification, and extended time horizons to pursue success with their financial plan.
  • You prefer commissions rather than fees. Our clients prefer to work with us on a fee only, or a fee for assets under management basis. (Understandably, there are occasional circumstances where commissionable services are necessary and are provided. However, this is not the norm.)
  • You are not interested in a moral or ‘principled’ approach to wealth management. Our clients typically understand and hold core moral and ethical values similar to ours and desire those values to be included in the management of their wealth.

These statements are a testimonial by a client of the financial professional as of 01/02/2023. The client(s) have not been paid or received any other
compensation for making these statements. As a result, the client(s) does not receive any material incentives or benefits for providing the testimonial.