Live Well. Finish Well.

We work with you to develop a
values-aligned approach to planning, investments, and stewardship.

Providence – A manifestation of divine care or direction. The quality or state of being provident (making provision for the future).

Stewardship –  The conducting, supervising, or managing of something. The careful and responsible management of something entrusted to one’s care.

About Us – We are a team of professionals working collaboratively with our clients to help them find clarity, confidence, and contentment in their financial lives.

Who We Serve – We exist to serve a small group of successful families, business owners, and institutions empowering them to be good stewards of God’s provision.

How You Benefit (How We Serve) – As fiduciaries for our clients, we are dedicated to putting your interests ahead of our own and providing excellent advice to help you find clarity, confidence, and contentment in your financial life.

How We Benefit – Transparent fees for investment  management, financial planning, and insurance products. Introductions to folks you look up to financially.