We’re an independent registered investment advisor. This means we’re not beholden to specific products or strategies and can recommend what’s truly the best fit for your situation. It also means we’re fiduciaries and are legally obligated to put your best interests first. While we’re located in Arizona, we work with people remotely throughout the United States.

We enhance your financial plan by providing personalized guidance and expertise, helping you make informed decisions, optimize investment strategies, manage risks, and align your goals with tax-efficient strategies, ultimately working towards growing and preserving your wealth effectively.

We don’t have hidden fees. We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account.

We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.

We keep things simple with semi-annual reviews—spring tax planning and fall comprehensive checkups—plus ongoing communication about market changes that affect your plan. When you have questions between meetings, you can expect a response within 24 hours via call, text, or email. You're never left wondering where you stand.

We seek to make a positive impact on their clients' lives beyond just financial success. We strive to exemplify Christ's love and compassion, creating a safe and supportive environment where clients can grow not only financially but also emotionally and spiritually.