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