Our values are the glue that holds our firm together. We are committed to upholding them, living them, and passing them on to every person we encounter. Founded on biblical principles, our founder and CEO, Andy, is guided by his faith in God and bases all he does and says to clients on a verse found in the book of Philippians:“Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves,
not looking to your own interests but each of you to the interests of the others.”
- Philippians 2:3-4 NIV
We serve people, not account numbers or balances, by building relationships on a bedrock of trust.
We have the freedom to consider any/all options and recommend what we think is best for you… nobody tells us what to do—except you!
When things are simple, stress and procrastination melt away. We provide a consolidated resource for viewing all financial items together, and we pride ourselves on making recommendations that are easy to implement, not all over the place.
We use common words to say uncommon things, converting complex financial concepts into simple explanations that are easily understood, so clients can make better decisions.
Focusing on stewardship, we deliver steadfast financial guidance infused with biblical insight.