Investment Strategies Based on Christian Values

We plan and execute sound investment management strategies and financial planning aimed at enriching your life. We follow a strict, short‐term performance based selection process to build and proactively manage investment accounts around the following biblical values: stewardship, diversification, saving, goals, and generosity.  Our comfortable, independent office, combined with Charles Schwab as custodian, creates a strong but personal environment for managing your assets.  Come in and meet us for a no-cost and no-obligation initial meeting.

Ideal Client: Our best client relationships are with those with investable assets between 250K and 5 million, looking for investment and planning help centered around finding God’s best for their life. Our more casual office environment tends to connect with those looking for simple solutions and connected relationships.