Guiding Families Toward
Financial Independence
Complete wealth management for lasting confidence.
When Financial Decisions Feel Overwhelming, You Need Partners Who Care
Our team coordinates every aspect of your financial life, working alongside your other professionals to create clarity and confidence.
Our Recognition Reflects Our Commitment to You
Our dedication to thorough, professional financial planning has earned national recognition from Forbes.
Professionals United by Purpose and Faith
We’re a team of dedicated financial professionals who share your values and understand the importance of treating your financial future with the care it deserves.
What We Do
Complete Financial Care for Every Stage of Life
From young professionals building wealth to retirees preserving their legacy, we coordinate all aspects of your financial life in one comprehensive plan.
Financial Planning Services
We help you navigate significant financial moments with confidence, creating strategies that align with your goals and values.
Wealth Management
Professional management of your assets with ongoing monitoring and adjustments as your life changes.
Our Ideal Relationships
Those Who Value Both Financial Success and Personal Values
We work best with families and individuals who have built substantial wealth and want professional guidance that respects their faith and conservative approach to life.
Principled Families
Legacy focused and purpose-minded
You believe financial decisions should reflect your values and contribute to a meaningful legacy.
Successful Professionals
Doctors, teachers, and business leaders
You want comprehensive planning that reflects your values and long-term vision for your family.
Busy Delegators
Time-constrained achievers
You prefer to entrust financial management to professionals while staying informed.
Our Commitment to Excellence
The Care You Deserve
What sets us apart is our commitment to coordinating every aspect of your financial life while maintaining the personal relationships that matter most.
Thorough Planning
We examine every detail of your financial situation.
Professional Coordination
We work directly with your tax professionals and estate.
Clear Communication
You’ll always understand your plan and the reasoning behind our recommendations.
All investing involves risk, including the possible loss of principal. No investment strategy or financial plan can guarantee performance or success. Results will vary for each client.
As of April 3, 2024. The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. SHOOK does not want 300,000 nominations and sets thresholds to minimize the quantity they receive. Below is the data related to the number of individuals considered for the rating/award: 44,990 nominations received, based on high thresholds 23,876 invited to complete online survey 20,412 total telephone interviews 4,926 total in-person interviews at advisors’ locations 1,507 total virtual interviews 8,507 total number of advisors receiving a ranking/award
