Frequently Asked Questions

Listed are the most common questions we receive. We hope they answer some of your questions too. If not, please feel free to contact us!


As fiduciaries we are required to put our clients’ interests ahead of our own interests. What this really boils down to is compensation. We do not sell any products that pay commission. Instead, our clients pay us an annual feel for the service of managing their investments and providing financial advice. This put’s us on the same side of the table as you, eliminating the commission conflict of interest that is pervasive in the industry.

We are independent local business advisors. This gives us the freedom to serve our clients best interest, instead of serving an employer. We also have the time to spend with our clients, instead of being subject to corporate meetings and responsibilities.

Inspire is an asset management company we have chosen to partner with for investment advisory services. They are a Christian based company that seeks to invest in a way that aligns with Biblical Values and ultimately brings glory to God. 

Biblically responsible investing is taking 1 Cor 10:31 at face value.  Whatever you do, do it all to the glory of God.  Inspires approach to BRI is to threefold:

  • Endorse companies making a positive impact on the world;‍
  • Engage with companies to create positive Biblical change; and‍
  • Exclude companies involved in immoral issues.

Nothing! In our first meeting we are just trying to get to know you, and have you get to know us. Our goal is to learn what areas of your situation need addressed and setup an action plan from there. If you want to continue the relationship, we will charge an investment management fee to serve you. We don’t charge any additional financial planning or hourly rate.