Let's put your plans in motion
Realizing that all we have and everything we are comes from God, we serve our clients and communities with warmth and compassion, as we radiate God’s love and generosity.
We walk beside you to help illuminate your financial future. We use a thoughtful process to bring together your values, goals and individual financial pieces to create a cohesive and personalized strategy.
We strive to bring you confidence and contentment surrounding your finances, allowing you to enjoy each chapter of your life more fully and to live generously.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Richmond Office
- Phone:
- 859-577-9720
- Fax:
- 877-206-1987
Hours
M – F: 9 a.m. – 5 p.m.
Sharonville Office
- Phone:
- 513-370-2273
Hours
9 am - 5 pm