A Message From Our Founder

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Kevin Bruce, CFA, CFP®

Over a 20+ year time frame God has allowed me the opportunity to work with individuals, families and institutions.

  • I have served hundreds of individuals and families from all walks of life, helping them build, preserve and distribute wealth according to their financial goals.

  • ​I have served as an Advisor's Advisor. Registered Investment Advisors nationwide have entrusted me to manage hundreds of millions of dollars of their client's assets, and to provide them with economic and investment research.

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  • I have traveled across the country, representing the top independent broker dealers, researching and interviewing investment management companies, portfolio managers, and investment strategies and made recommendations that affected hundreds of advisors and thousands of clients nationwide.

  • ​I have obtained the two most highly regarded designations in the investing and financial planning industry: The Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.

Whether or not we ever meet, I want you to know that through all of my experience, the two most important things I have learned about money and investing are:​

1. The peace of mind, sense of accomplishment, and contentment that everyone seeks with their financial decisions is independent of your level of wealth or worldly possessions, and is only found through having faith in and following God.

2. There is no better investment than an investment in others.

My goal is to help people manage their God given resources to maximize their God given purpose.