Broker Check

Portfolio Management & Coaching

Over 30 years of experience 

We are a Registered Investment Advisory firm with over 30 years of experience managing portfolios and doing financial planning.

Customizable financial plan and investment strategy

We are different from our competition because we manage client money using direct investments whenever possible. This saves our clients money without sacrificing performance. We must work from a financial plan, so we'll develop one if necessary. Sometimes a plan will require us to focus on risk management, and we're fully qualified to handle that as well.

Biblically based financial planning and portfolio management

Our motto is "Serving those who serve others." Our goal is to free you from the time needed to manage your investments so you are free to focus on family, ministry, or work related activities.

Independence from corporate agendas

We are free from all corporate agendas. We may work on a fee-based or a commission basis, based upon the needs of each client. All our advice is focused on your interests and investments.

Competitive asset-based fees

We charge a management fee based upon a percentage of the value of the assets that we manage.