NO SURPRISES. NO FINE PRINT.
Simple Pricing for the Faithful Steward
We treat you exactly how we want to be treated. That means telling you exactly what it costs to work with us so you can focus on what matters most.
Foundation ($0 – $999,999)
Focus: Honoring God with your initial financial foundations.
Growth ($1,000,000 – $2,999,999)
Focus: Managing your growing wealth with wisdom and care.
Abundance ($3,000,000 & above)
Focus: Deploying significant resources to fund ministries and eternal work.
OUR PROMISE
Built on More Than Returns
01
FAITH-CENTERED FIDUCIARYWe are legally and personally committed to putting your interests first — always.
02
BIBLICAL FOUNDATION
Sound counsel shaped by biblical wisdom, not Wall Street trends.
03
HOLISTIC PLANNING
Planning that reaches past your portfolio into your faith, your family, and your future.
STEWARDSHIP BEYOND YOUR PORTFOLIO
10%
Pledged
We believe in the same stewardship we ask of you. Our firm is committed to following the Lord's guidance, directing 10% of annual earnings first to our home church, while also regularly supporting these front-line organizations.

FAQs
No corporate spin. Just honest answers to your important questions.
Is there a minimum to work with you?+
What services do you provide?+
In a nutshell, comprehensive planning for every season of stewardship:
- Cash flow and debt management
- Education funding
- Proactive tax planning
- Investment management
- Retirement income sequencing
- Social Security optimization
- Generosity planning
All of it built on biblically responsible investing, and woven into one ongoing relationship.
