About Us

We are pursuing Christ-like excellence each day to provide you with the best possible service.

WHo WE ARE

We believe that God calls on us to be good stewards of our investments and to build our houses upon a rock so that we can withstand the storms to come.
We believe that each of our customers is a part of that mission and can serve God through their investment strategies.

Our small knit core of expert team members answers the phone the first time you call!

Glorifying God through Financial Stewardship.

250+

We've helped create hundreds of Financial Stewards through Biblically Based Investing, we can't wait to help you next!

Our Team

We may be a small team, but our level of service has never been higher!

Streamlined Communication: Fewer people means less back-and-forth and quicker decision-making. Everyone's voice can be heard easily, fostering a sense of ownership and accountability.
Boosted Engagement: In a small team, there's less room for anonymity. Everyone's contribution is valued, leading to higher engagement and a sense of shared purpose.
Trust and Agility: Smaller teams allow team members to get to know each other's strengths and weaknesses. This builds trust and fosters a more agile environment where team members can swap roles and adapt to challenges.