Do your investments and financial plan align with your values?

Your values inspire the way you live. Shouldn’t they inspire the way you invest and plan?

Analyze My Investments

Live Well. Finish Well.

We work with you to develop a
values-aligned approach to planning, investments, and stewardship.

Financial Planning

Investment Management

Retirement Planning

Legacy Coaching

Tax & Estate Planning

For where your treasure is, there your heart will be also.

Matthew 6:21

Live Aligned
With What You Value Most

We help clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most.

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