Do you have an advisor that listens to you? We work hard to develop strong relationships with our clients where they can rely on us to help them make the important decisions in life.
Why Does Working with a Fiduciary Matter?
Most "financial advisors" are structured in a way that puts their interests in conflict with your interests. As fiduciaries, we are legally required to put your interests ahead of our own. What that means is we will never sell you a product or earn a comission; instead our clients pay us a fee for the service of managing their investments and providing financial advice. This puts us on the same side of the table as you; allowing us to focus on the relationship and the service we provide, instead of trying to make a sale.
INTERESTED IN A FREE CONSULTATION?
Who We Are
We are a team of Christian Financial Advisors located in Columbus, OH. We are ready to help you reach your financial goals, while honoring God through the process!
What We Do
We help clients develop and implement a financial plan that encompasses every area of their financial life. This includes retirement planning, investment management, estate planning, tax planning, and anything else that involves finances.
Why We Do It
We are all about serving our clients. We want to be the trusted advisor you can call whenever a financial question comes up. We will use what Scripture teaches about finances to guide you as God owns it all and He is in control!