Overview

The advisory firm is designed to honor and respect those who hold Judeo/Christian Values. High adoption of Biblical Responsible Investing (BRI) and other tools to serve the Christian Marketplace.

Fee-based advisory firm with 23 employees in San Antonio, TX.

They have been one of the best places to work for multiple years in a row according to the San Antonio Business Journal. In 2017, ___ recognized them as one of the 5000 fastest growing companies in the country.

The current technology suite includes Money Guide Pro, Salesforce, Net Documents, and Y Charts. They open to ideas on implementing other technology.

They lean into financial advice and planning as a foundation for asset management.

Additionally, they have a 401(k) and group health insurance platform.

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