Broker Check

Why We Serve

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Our passion is to help clients grow as stewards: those who understand and accept their responsibility to properly shepherd the resources entrusted to them.

That might not be the focus of your average financial planner. Instead of focusing on your net worth and our assets under management, we want to help you grow your influence. We want to know and help provide purpose behind your financial decisions. Such a focus requires us to take a values-based approach to financial planning and investment management.


Why are values so important?

They provide perspective. They set direction. 

They help keep us on course when the waters are rough and the seas uncertain.


You have values.

So do we.


Your trust and confidence in us is directly related to both our competence and our character. 

These are our anchors:

Perspective

Perspective

We believe everything starts with perspective.

How you see the world determines how you respond. We help clients shift from a scarcity mindset (“I never have enough”) to an abundance mindset (“I have more than enough”).

Empathy

Empathy

We believe people, not numbers, are at the heart of financial planning.

That means getting to know you and your goals. Our team will focus on understanding how we can help you, not what we can get from you.

Transparency

Transparency

We believe in being fully transparent about the realities of financial planning.

Costs. Risk. Fees. There’s no sense in pretending they don't exist. As our client, none of these will be hidden from you. Transparency helps you remain confident that we are on the same team.

Authenticity

Authenticity

We believe authenticity is the only way to build real relationships.

It’s essential to both build and keep your trust. Throughout every phase of the process, you can rely on us to mean what we say and say what we mean.

Truthfulness

Truthfulness

We believe in honesty at all times.

False or over-inflated promises never benefit a client. That also means recognizing our own limitations. If your needs would be better served by someone else, we will not shy away from that fact.

Ownership

Ownership

We believe in taking responsibilities for the outcomes of our work.

That includes the present and the future. We will stand by the outcomes of our recommendations – good or bad.


If you share these same values, we may be exactly who you are looking for. Together, let’s navigate the future.

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