Services Tailored To You

We're investment, accounting, and tax professionals who share your faith and values.

 We would love to help you achieve your goals. We combine our deep knowledge of investment, finance, tax and charitable giving with our passion for the church to give you the best advice, products and services available. We develop long-term relationships built on faith, values and highly personalized service.  

Looking for answers?

Investment Management
  • Investment Policy Development
  • Investment Management
  • Socially Responsible Investing
  • Individual Retirement Accounts

Trust Services
  • Trustee services
  • Personal trusts
  • Charitable trusts
  • Special needs trusts
  • Revocable living trusts
  • Testamentary trusts

Planning Services

  • Financial Planning
  • Gift Planning
  • Tax Planning
  • Estate Planning 

Charitable Gift Services

  • Charitable Gift Planning
  • Fund raising consulting
  • Campaign consulting
  • Planned Giving resources

We would love to serve you.