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What You Can Expect From Us

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Core Beliefs

As Your Fiduciary Your Interests
Must Always Come First

Evidence Based Investing
Gets You Superior Results

A Holistic Biblically Based
Approach is Most Fulfilling

 

Our Process

OUR SERVICES

As an independent registered investment advisory firm run by a fee-only certified financial planner practitioner with over 20 years of experience we can provide you with the following services without any conflicts of interest.

 

Investments

Investments can play a key role in your financial security plan. As an independent registered investment advisor we can provide you with the best low cost solutions for accomplishing your goals.

 

Personal Wealth Management Portal

We help our clients organize their entire financial lives all in one safe and secure place accessible anytime and anywhere.  Information is updated daily and accessible on your mobile device.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  We guide you and help you find the best solutions for making your retirement years truly golden with peace of mind.

 

Financial Planning

Our comprehensive financial planning process helps you to accomplish your goals with the highest probability of success.  Michael Miller, CFP® utilizes award winning tools and techniques to put you on the right path to realize your goals and dreams.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.  We utilize award winning tools to help you find your appropriate mix.

 

Charitable Giving

As a holistic biblically based wealth manager we believe strongly in leaving an eternal legacy.  There are numerous options to help you accomplish this while maximizing your tax benefits and other personal goals.  We can help you chose the option that best meets your needs and preferences.

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Our Team

Learn more about our amazing team of professionals.

MICHAEL MILLER

Founder/President

CFP®

JUSTIN OWEN

Para-planner

Resources

We've got the resources to keep you informed.

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