We are Christians and God’s truth and grace guide us regarding how we practice financial planning and investment management and how we relate with our clients. We view ourselves as stewards of our client’s money. A Biblical definition of stewardship is the careful, competent, and responsible management of an asset entrusted to one’s care for another person’s benefit.

We hope to cultivate a culture of generosity. Part of enjoying the God given blessings of wealth is to share that wealth with those living in spiritual and financial poverty. The Bible teaches us that God loves and rewards cheerful and generous givers and therefore we enjoy educating and assisting clients in creating and executing giving plans. As you think about your plans for giving take a minute to meditate on the following principle, “Remember this: Whoever sows sparingly will also reap sparingly, and whoever sows generously will also reap generously…for God loves a cheerful giver. (2 Cor. 9:6-7)

For clients that desire socially responsible and biblically responsible investing we offer search and selection services to screen out companies that fund and profit from activities that are anti-family and in conflict with biblical principles and values.