Advising

The Master's Manifesto^TM

Guidance and advice for Pastors and Churches

Learn more

The Doctor's Diagnosis

Guidance and advice for medical and dental practitioners

Learn more

The Intentional Wealth Path

Guidance and advice for those on a path of intention

Learn more

Our business is built on a foundation of thoughtful client relationships.

Our advisors and team members hold
advanced degrees and designations
including but not limited to:

AIF® - Accredited Investment Fiduciary®
MRFC® - Master Registered Financial Consultant
RFC® - Registered Financial Consultant
CFP® - CERTIFIED FINANCIAL PLANNER™
RP® - Registered ParaPlanner
ChFC® - Chartered Financial Consultant®
MBA - Masters in Business Administration
AAMS® - Accredited Asset Management Specialist℠
LUTCF® - Life Underwriter’s Training Council Fellow℠
ACS® - Associate, Customer Service™

and

+100 YEARS OF COMBINED FINANCIAL EXPERIENCE

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Advising

Advising

The Master's ManifestoTM

The Doctor's Diagnosis

The Intentional Wealth Path

Have a Question?

The Master's Manifesto^TM