Overview

We serve families on their financial journey and help them pursue a fulfilled life and maximize their impact.
We serve our clients as a team and engage in comprehensive financial planning at all levels of complexity. We are looking to grow our firm through merger or acquisition of another firm that is aligned on values & vision. We want to see more clients served and more impact occur, both in our clients lives and in the world for the kingdom of God.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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