Our story

We serve all Christians, through biblical financial principles, helping empower them to live financially confident lives. We help build confidence and generosity through holistic dedicated planning and by building purposeful relationships that last generations. 

Let's put your plans in motion. 

Our clients can benefit from our customized approach to managing their financial priorities because it can help them address their current financial needs and support their long-term goals. 

To better serve you, we have six highly experienced financial advisors and many younger financial advisors, as well as six exceptionally trained associates supporting us in four office locations.