Our typical client is a family seeking Biblically-based wealth management from a team of financial planners who share their same values and beliefs.
Generally our wealth management clients have $250,000 or more of investable assets However, in the case that clients do not have this amount, we also offer wealth management services based on annual retainer fees as we realize that everyone could benefit from financial planning, regardless of their investment account size.
Demographically, we work primarily with four segments of clients: small business owners, those related to the agriculture industry, families approaching or entering retirement, and families exploring philanthropy through distribution of their estate.
