Our Story

Every organization has a What, a How, and a Why. Our “What” is Taxes, Investing, Wealth Management, Bookkeeping, and Payroll.

Our “How” is through extensive training and experience, while applying tools such as tax and financial planning software, investment models, estate planning strategies, and managing the day to day financial needs of your business. 

But it’s our “Why” that sets us apart from others that might appear to provide the same services. Why is what motivates us to get out of bed in the morning — it’s our reason, cause, and purpose for what we do.

We are not simply a Tax Preparation, Wealth Management, Bookkeeping and Payroll firm. We believe we do all of those things well, but essentially we seek to help clients gain clarity and confidence about money — without conflict, anxiety, or fear— proving for a richer and more fulfilling life. We feel called to help clients form a better relationship with their money by not just using technical expertise, but Biblical principles as well.