Who is our ideal client?
At our firm, we believe that financial stewardship is not just about numbers—it’s about purpose. We understand the weight of managing wealth responsibly, and we align our approach with Biblical principles to help you steward your resources with wisdom, integrity, and faith.
The Value of Working with a Faith-Based Advisor
Choosing a financial advisor isn’t just about navigating the markets—it’s about collaborating to achieve goals that align with your values. Our role is to reduce complexity in your financial life, helping you make decisions that honor your faith and bring clarity. Don’t wait to be “ready” or “financially savvy” — just like you wouldn’t wait to become an expert chef to take cooking lessons, don’t wait to seek guidance in financial stewardship.
Faith at the Core of Our Practice
Being a Christian is not a requirement to work with us—but sharing our values of wise stewardship and purposeful planning will ensure that we can serve you well.
While 70% of our clients are Christians, we welcome individuals of all faiths and backgrounds who share our commitment to Biblical stewardship and ethical financial planning.
As a Christian financial advisory firm, we approach each relationship with integrity and respect, guided by the principles of Scripture. Whether you identify as Christian or not, we are dedicated to working in your best interest, with professionalism, competence, and faith at the foundation of all we do.
Client profile
Our ideal clients are individuals and families who desire to manage their wealth with purpose, viewing their resources as a tool for fulfilling their God-given calling. They are typically:
- Pre-retirees/Retirees (Age 50+)
- $2M+ in investable assets
- Retiring in the next five years or already retired
- Focused on portfolio longevity and leaving a meaningful legacy
- In industries such as Financial Services, Information Technology, Research & Science
We often work with people in senior roles, such as:
- Senior Executives
- Technical Professionals & Project Managers
- Sales & Account Managers
- Software Developers
- Researchers and Analysts
What Makes the Best Relationships:
- Demonstrating kindness and a spirit of cooperation
- Responsiveness when input or action is needed
- Willingness to trust us with day-to-day portfolio management
- Faith in our commitment to always act in your best interest
You Might Not Be a Good Fit If:
- You prefer managing investments on your own
- You seek high-risk strategies like single stocks or options
- You are not committed to making the relationship a fruitful partnership