0.1 About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 

 
 

Looking to get started on the Investment Path. Open up an account online today and start your path to financial success. 

 

 

 

 

 

Our Services

 

Life Insurance Planning

A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve passed. While that is just one aspect of planning for the inevitable, if executed properly, life insurance planning can...
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

FAQs

Q

What is B.R.I.?

B.R.I. is the abbreviation for Biblically Responsible Investing. The best way to describe B.R.I. is this: You are a steward of what God has given to you. Are you choosing to invest in a way that pleases the Master or in a way that brings joy to the enemy of the Master?

Simply put, B.R.I. is investing God's way.

Q

Why should I invest in B.R.I.?

We believe that Biblically Responsible Investing is a credible approach to investing, one that allows a client, (believers and non-believers alike) to more closely align their vales and morals to their wealth accumulation. Most investors and for the most part financial advisors don't even know the wide availability of investments that can meet this need.

Most investors still seek financial counsel in how their money is managed, and don't know how to ask for their money to be managed in this way. 

Q

I've heard of S.R.I., is this the same?

Moral and ethical screening is not something new. Socially Responsible Investing, (S.R.I.) has been around for a long time. Below will be what S.R.I. screens for compared to what B.R.I. screens for and then what the overlay of the two would screen for.

S.R.I. only

  •  No Weapons
  •  Environment (Radical Conservationist) 

B.R.I. only 

  •  Life (vs abortion)
  •  Biblical marriage and family (vs LQBTQ radical agenda)

S.R.I. & B.R.I. 

  •  Human rights/No trafficking
  •  Environmental Stewardship
  •  No Pornography
  •  No Alcohol
  •  No Tobacco
  •  No Gambling

Graham, Loran, "Investing with Integrity: How Investment Choices Can be an Act of Worship," Spokane: Kingdom Life Publishing, 2018. Page 103. Used with permission, Loran Graham (c) 2018.

Q

Ok, I get it, but will I give up performance?

In an independent study done by the BRI Institute in 2013, using the historical performance of individual companies in the S&P 500 that have passed B.R.I. screening vs those that did not for the time frame of January 1, 2001 through December 31, 2016, shows no meaningful difference in performance. The cumulative returns showed the B.R.I. screened portfolio returning 112.02% and the unscreened portfolio returning 111.67%*

The report can be seen by clicking this link. BRI Report

 

*Remember past history is no guarantee of future results.


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