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Our Team Welcomes You!

Welcome! We are so glad you are here! Helping our members be wise with money so they can lead generous lives is important to us and the goal of our practice. We have two office locations to meet our clients' needs - one in Mauldin, SC and one in Aiken, SC.


Our mission and commitment is to live according to God's word and help our clients be faithful stewards of the treasures with which they have been blessed. Our desire is to nurture the client/advisor relationship so that the client has ultimate comfort and is empowered to be wise with money and live generously.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Mauldin and Aiken Offices

Phone:
864-568-5507
Fax:
864-568-5509

Hours

M – F: 9 a.m. – 5 p.m.