Overview

We are a fee-only investment advisor looking to acquire another fee-only practice in the Southern Orange County area. Having added a junior CFP partner we are carefully expanding our client base. Our primary focus is on our Financial Coaching program and Investment Management, which for us is strategic asset allocation using passive index and asset class funds and ETFs.

We provide wealth management from a Biblical Perspective - planning, investing and wealth transfers that helps our clients avoid costly financial mistakes, fulfill their personal priorities and experience more financial confidence and contentment. We are passionate about helping people become successful investors by putting money into the proper perspective. For the right advisor who shares our faith we would consider a merger opportunity.

Last Activity
6 months or more

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