Our strategic, moral approach to wealth planning

For nearly two decades, our team has prioritized a strategic, moral approach to investing. Now, we've brought the same values to our financial planning and consulting services, where we focus first on the higher aims in life and align our financial decisions accordingly. We are proud to be an independent advisory firm (RIA), where we offer fee-only services to best serve as faithful fiduciaries of our clients.

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Like family life, economic life is one of the chief areas where we live out our faith, love our neighbor, confront temptation, fulfill God’s creative design and grow in holiness. Our economic activity in factory, field, office, or shop feeds our families—or feeds our anxieties. It exercises our talents— or wastes them. It raises our hopes—or crushes them. It brings us into cooperation with others—or sets us at odds.

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Our end goal is worthy stewardship. To help our clients achieve this lofty goal, we attempt to accentuate the positive — virtuous money management, positive social impact and investment gains; and eliminate, or at least minimize, the negative — vice-driven money management, negative social impact and investment losses. Perfect stewardship may be difficult to achieve but we want to do all we can to avoid indifference.