OUR BELIEFS


We believe in being the “anti-Wall Street firm”. No quotas. No agendas—other than helping you gain financial freedom.

We believe in collaboration, accountability and transparency.

We believe people thrive when they get to use their unique combinations of abilities professionally. We support our employees’ dreams, and we’ll help you figure out how to live yours.

We believe God owns it all. Being good stewards of everything we’ve been given (time, money, resources) leads to less stress and more fulfillment. Our firm was founded by Christians who believe the Bible’s lessons on money are timeless truths that can lead to lasting financial peace and contentment:

  • Spend less than you earn
  • Save systematically
  • Avoid the use of debt
  • Give generously
  • Set goals, then adjust as needed
  • Get on same page with your spouse

You don’t have to be a Christian to benefit from this wisdom. Our clients come from all kinds of backgrounds and share our appreciation for timeless financial insights.

A special note to Christians: Don’t hire us just because we profess the same faith. Hire us because we’re competent! We’re committed to excellence and believe “competent Christian” should not be an oxymoron.