Our typical clientele tends to look like this:
- In your 30’s to 50’s earning $250k+ annually as a household OR have $500k+ in investible assets
- Are a W2 earner that is a:
- Physician
- Mid-Career Professional
- Equity-Compensated Professional at a Publicly-Traded Company or
- Preparing For Retirement
- Comfortable delegating to someone you trust and that shares similar core beliefs and values
- Enjoys collaborating with a thought-partner and values an ongoing advice-relationship
- Desires to align their finances with God's purposes
You might not be a good fit to work with us if you:
- Want tax avoidance to be the primary driver of your Financial Plan and our relationship
- Are looking for the next hot stock or are trying to actively time the markets
- Are a business owner with employees
- Want to employ the bulk of your net worth into individual real estate properties
THINK WE’D BE A GOOD FIT?
