We help families discover the value of their money

Empower your family to cultivate a purposeful relationship with money, build family wealth, and plan for an abundant future.

Trusted With $250,000,000+ in Assets

Our Services

Here’s how we can help

Coaching Events

Explore our investor coaching events crafted to help you unlock the full potential of your finances, transform your money mindset, and create true wealth for your family.

Academic Investing

We believe that investing is the application of sound market research. We recognize that attempting to beat the market is a losers game (unless you’re the one charging high fees to try!), instead we seek to reap generous market returns as efficiently as possible.

Pathway Planning

Practical advice custom built to help you navigate questions and strategies surrounding your finances and create an abundant future.

Meet The Team

Our growing team is excellent, effective, and exceptionally helpful.

We’re passionate about helping our clients navigate the often confusing world of investing and planning in order to create an abundant future.


Frequently Asked Questions

What do you do?
  • We coach investors to a true understanding and confidence in their investments.
  • We manage the investments themselves through academically informed, robust portfolios. No guesswork, no gut feelings. 
  • We provide practical financial planning to help clients maximize their financial future and propel their purpose.
How are you paid?

We are “fee-only”, which means we don’t sell products for commission and don’t receive compensation from anybody but you. The fee is a percentage based on your assets under management which decreases as your assets increase, and it’s clearly itemized on our quarterly statements. We also occasionally provide planning services for a fee based on an upfront agreement.

Are you a fiduciary?

Unlike many advisors or financial salespeople who are affiliated with banks, brokerages, or insurance companies, we’re regulated as fiduciaries. This means we’re sworn to always act in your best interest.

Do you have account minimums?

We do not require any minimum amount to begin investing. Many of our largest clients started small!

Stand by the roads, and look, and ask for the ancient paths, where the good way is; and walk in it, and find rest for your souls.
– Jeremiah 6:16b

Take the first step towards financial peace