Our Services
Holistic Financial Planning Rooted in Faith
What unites our clients? They share a commitment to long-term financial planning. They value a fee-based approach, meaning our compensation is based on your assets under management, not on selling specific products. This ensures our interests are always aligned with yours. Our clients seek objective guidance and a professional approach to managing their finances, focusing on a well-defined strategy rather than short-term market fluctuations. We are here to partner with you on your financial journey.
Our services are particularly well-suited for those whose investment decisions are guided by their faith. We offer a comprehensive suite of financial planning services designed to meet the unique needs of our clients, including:
High Net Worth Individuals & Families
For individuals and families managing a sizable investment portfolio (minimum $500k), we offer a holistic approach to wealth management. This includes customized retirement and estate planning strategies, along with personalized investment services that cater to your unique needs.
Business Owners with Established Plans
If you own and operate a company with a retirement plan size of $3 million to $10 million, we can navigate the complexities of tax compliance, Department of Labor regulations, and plan administration. Additionally, we can help increase employee participation and guide you through business succession planning.
Experienced Business Leaders
Do you wear many hats running your business? We can be your trusted financial advisor, taking the time to understand your goals for the next 5-10 years and developing a comprehensive strategy that aligns with your business and personal aspirations.
Physicians & Dentists
We recognize the dedication and hard work you’ve invested in building your practice. Our tailored advice will help you make informed financial decisions for your future. You’ll benefit from starting early and having a clear roadmap to secure your well-deserved retirement.
Individuals Approaching Retirement
Are you nearing retirement and feeling overwhelmed by the transition? We can provide unbiased guidance, helping you navigate complex financial decisions toward achieving a comfortable, worry-free retirement. Click here to learn more about our Retirement Services.