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Meet Nathan, a Financial Advisor

Meet Nathan, a Financial Advisor

Striving to provide excellent financial guidance from a biblical perspective. 

We help make your retirement an adventure worth sharing.

Did you know that your investments can align with your values? Learn about Biblically Responsible Investing(BRI).



Using several data feeds, we are able to screen companies and identify their business ethics, both in how they profit and how they do business. This often eye-opening process allows us to show our clients that they can be conscientious about the types of industries in which they are investing.

Try this Free Screening Tool


Once clients discover what they have been investing in, they often seek change in their portfolios. We help by showing them alternatives to their current investments, as well as look for ways to diversify their assets, and improve their over-all investment health. 

Request a Screening for Your Investments


When you invest with your values, you are also encouraging positive change in how businesses operate. If investors puts their money where their values are, it encourages companies to act in a way that the investors desire. 

See it in Action

<strong>Who Can Be a BRI Investor?</strong>

Who Can Be a BRI Investor?

We work with individuals, families, and small business owners that are ready to take control of their finances, be excellent stewards, and impact the world around them. If your values are aligned with that of our firm, we may be a good fit.

<b>Discover BRI</b>

Discover BRI

How do you invest with your values in mind?

<strong>So, whether you eat or drink, or whatever you do, do all to the glory of God. -1 Corinthians 10:31</strong>

Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today

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