Investing, guided by faith.
We operate on the 5 principles of financial success.
Spend less than you earn
Proverbs 13:11
Wealth gained hastily will dwindle,
but whoever gathers little by little will increase it.
– Proverbs 13:11
Avoid the use of debt
Proverbs 22:7
The rich rules over the poor,
and the borrower is the slave of the lender.
– Proverbs 22:7
Build liquidity (save)
Proverbs 6:6
6 Go to the ant, O sluggard;
consider her ways, and be wise.
7 Without having any chief,
officer, or ruler,
8 she prepares her bread in summer
and gathers her food in harvest.
– Proverbs 6:6-8
Set long-term goals
Phil. 3:14
I press on toward the goal for the prize of the upward call of God in Christ Jesus.
– Philippians 3:14
Live like God owns it all
Psalm 24:1
The earth is the Lord’s and the fullness thereof
the world and those who dwell therein.
– Psalm 24:1
Helping families build wealth, give generously and further the Kingdom of God.
OUR PHILOSOPHY
We operate with the guiding principle that all wealth and success are gifts from God, and it is our responsibility to steward these blessings ethically and generously, aligning our investments and practices with biblical values.
“Once we understood that we were giving away God’s money to do God’s work, we discovered a peace and joy we never had back when we thought it was our money!”
― Randy Alcorn
OUR FOCUS
Our 20 years of experience in the financial industry have given us a deep understanding of our clients’ needs.
We’re committed to providing personalized solutions to help families achieve their goals and give generously. We’re proud to have been a trusted partner to many families over the years.
Welcome, Dave Ramsey fans!
We have helped hundreds of families just like you! We are big fans of Dave Ramsey’s financial principles and Financial Peace University. We are a SmartVestor Pro firm, and our team integrates Dave’s principles into the advice we provide and the funds we choose.
“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this.”
― Dave Ramsey