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Our Mission and Values

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Mission

We guide our clients in making wise choices that work toward financial freedom and spiritual growth, by providing biblically-based wealth management services with excellence.

Vision

To inspire others to reflect their values in every aspect of life – including financial decisions and how they save and invest for the future.

Core Values

INTEGRITY – Trust is the foundation of every long-term relationship. We are committed to operating with honesty, character and conviction.

CARING – Our client's interests always come first. We seek first to understand the needs of our clients, and present objective advice that will best meet those needs.

DILIGENCE – We work hard to pursue excellence in everything we do, from conducting independent investment manager research and oversight to delivering the highest quality client service.

STEWARDSHIP – As a trusted advisor, it is our role to offer sound financial advice to empower clients to make wise choices with the resources entrusted to them. 

 

"The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand." - Vince Lombardi