To that end, we will strive to:

  • Honor God in all of our dealings with others.
  • Provide honest, objective & Godly counsel to every client all of the time.
  • Provide valuable, innovative & cost-effective stewardship-based Planning & Asset Management services and do so with excellence.
  • Provide eternally valuable services through our relationships with others, valuing what God values: salvation, discipleship & service.


Our Mission is to inspire, equip & guide our clients in becoming Faithful Stewards of the resources of time, talent & treasure entrusted to their care. Additionally, we seek to advance the work of worthy Christian churches and para-church ministries by encouraging charitable giving.