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Providing Value-Based Financial Services

By learning your story and helping you live out your dreams.

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, but in humility consider others better than yourselves. Look not only to your own interests but also to the interests of others.”

— Philippians 2:34

Based on this guiding verse in the Bible, Quo Vadis provides services to clients that are:


People-Centered

Simply put, your needs come first — always.

iNDEPENDENT   

As an independent firm, we are free to offer you advice that is in your best interests without any outside influences.


Holistic   

We offer comprehensive, integrated financial plans that are tailored to you.

Accountable  

A U.S. military veteran, our founder is serious about providing exceptional service and zealous accountability.

Values-Based  

Committed to our community and charitable giving, we believe that our finances can be used to empower people and change the world.


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