Overview

My partner and I are were former Financial Advisors at Edward Jones. We decided to leave the Firm and start our own firm that was centered around God. We called out Firm Kingdom Wealth Management. At Edward Jones we became discontent when we felt that they were abusing client trust and board-line asking us to churn the accounts. We knew we could better assist our clients if we had more control. Kingdom Wealth Management focuses on the complete picture of a clients wealth. We review all aspects that tie into a clients financial well being. From there retirement, taxes and state planing we encompass it all to build a portfolio that best suits them. Not one client is the same so we interview them and find out what their needs are. From the risk tolerance to their travel plans in retirement. We pride ourselves in being the place where clients can come and ask questions freely, right down to whether they can go on a cruise this year.

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