We want our financial firm to be both ethical and profitable. We aim to help our employees and clients focus on whole-person success: spiritual, physical, emotional, relational, and mental.

“What is the measure of a man’s success in a free market? The extent to which he effectively serves others.” Paul L Poirot

We aim to provide our clients with objective advice at an appropriate cost. We also hope to educate clients so they have more knowledge to communicate clearly what they need.

We expect our clients to take advice seriously and to ask questions, so they understand why they are receiving specific advice. We also expect clients to fully and honestly communicate their needs and desires.

We are in the business of helping clients make wise financial decisions with their resources so they, and those they care about, can have the best life possible.

An ideal client has meaningful goals in need of a professional to help accomplish them. An ideal client also has a passion for and the means to accomplish their goals. The relationship should rest on a mutual trust in, and appreciation for, each other.

We believe our duty to clients is to help them be responsible stewards of the assets that have temporarily been entrusted to them on this earth.

• We accomplish what is important to our clients by listening and truly understanding each client’s goals. This partnership will morph and continue as we create customized strategies, regularly refining them, until each goal is fulfilled.