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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.


Meet Nathan, a Christian Wealth Management advisor

Meet Nathan, a Christian Wealth Management advisor

Striving to provide excellent financial guidance and empowering clients to invest with their values. 

Learn more about Nathan


We help make your retirement an adventure worth sharing.

Did you know that your investments can align with your values? We help our clients do Biblically Responsible Investing(BRI).

<strong>Discover</strong>

Discover

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
<strong>Explore</strong>

Explore

Once clients discover what they have been investing in, they often seek change in their portfolios. We help by showing them BRI 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
<strong>Impact</strong>

Impact

When you invest BRI, 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 Biblically Responsible Investor?</strong>

Who Can Be a Biblically Responsible 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.

Learn More by Requesting a Free Info Packet
<b>Discover BRI.</b>

Discover BRI.

How do you invest with your values in mind?

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

FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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