Happiness can be bought.
Just not with money.

We believe the principles that guide our lives should also guide our business. Rooted in our own values, they serve as the foundation for how we treat our clients, our partners and our communities.

Our Mission

To walk alongside the families we serve, helping them become wise and generous stewards.

Our Vision

Be the sought-after wealth advisory firm among families that align with our values.

Our Values


Our community is our most valuable asset. We put others before ourselves and are committed to collaboration, loyalty, and trust-building with all clients, vendors and coworkers, knowing that together we can help create more fulfilling futures.


Our expertise is only as deep as the wisdom we seek. We continually pursue a greater knowledge of our trade, our clients, and the world, combined with timeless and transcendent principles of the bible, so that we may provide fruitful counsel.


We bring a servant’s heart to all we do, with caring, attentive, proactive, and responsive service to our clients and colleagues. We consistently find real solutions to clients’ challenges to optimize stewardship.


We believe that sharing God’s resources and encouraging a life of giving will have a deep and lasting impact on families, our communities, and our own joy.