Faith Based
Purpose Centered
Wealth Management
OUR SERVICES
WEALTH MANAGEMENT
Each of our clients receives a custom financial plan tailored to their unique needs and desires. We provide ongoing management, advice, and implementation of their plan including coordination with their other professional advisors (tax, legal, etc.)
INVESTMENT MANAGEMENT
We utilize a disciplined investment management process which is incorporates Nobel Prize winning Academic and Behavioral financial theories, and timeless Biblical principles.
RETIREMENT PLANNING
We help clients retire with confidence. Our retirement planning process goes well beyond just calculations of cash flows, social security and market scenarios. We also focus on the qualitative aspects to help ensure your retirement is both fulfilling and well funded.
ARE YOU MANAGING YOUR MONEY TO MAXIMIZE YOUR RETURN ON LIFE?
The majority of our industry focuses on investment returns and planning probabilities. While we believe those are very important, we don't view them as comprehensive measures of success.
We incorporate the Return on Life Index to assess 10 areas of your life. It identifies areas in which you are doing well, and those where you could better align your money with your core values and increase your Return on Life.
Our goal is to help our clients live the best life possible with the resources they have been blessed with.
OUR FIRM
FIDUCIARY
We put our client's best interest above our own at all times.
INDEPENDENT
As an Independent Registered Investment Advisory Firm we provide unbiased advice and are not beholden to any financial institutions or investment companies.
FEE-ONLY
We do not accept commissions or any other form of compensation beyond that which is agreed upon & disclosed to our clients.
EXPERIENCED
Over the past 20 years, our founder has served as a trusted advisor for individuals, families, and institutions.
CREDENTIALS
CFA® - Chartered Financial Analyst
CFP® - Certified Financial Planner
OUR PHILOSOPHY
We offer Integrated Advice which combines Academic, Behavioral and Biblical finance. Whether you are religious or not, investing and financial planning requires faith. One must plan years into the future without knowing what will happen tomorrow.
Most wealth management firms rely on a combination of academic and behavioral financial theories to guide their clients. While these theories can provide useful insight, they are simplifying assumptions about human and economic behavior and often have limited real world value.
We believe biblical finance bridges the gap between academic assumptions and behavioral realities and when properly integrated offers the best opportunity to achieve what is most important.
CONTACT US
If you would like to set up a no-obligation review and conversation or would like to learn more about our services
please give us a call or send us a message.
Conroe/The Woodlands
Office
CONTACT US
If you would like to set up a no-obligation review and conversation or would like to learn more about our services
please give us a call or send us a message.