Legacies of Wisdom and Faithfulness


Our Vision for You

Empowered Clients, Applying Timeless Wisdom, Experiencing Joy and Contentment, as They Faithfully Manage Their Legacy.

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Wealth Management

Helping you manage your wealth as your fiduciary. Embracing a comprehensive approach, customized around your unique goals and concerns.

Legacy Planning

Empowering you to build on your Legacy now, while also preparing to transition that Legacy of Wisdom and Faithfulness to your family and ministries in the future.

Portfolio Strategy

Aligning the management of your portfolio with your unique circumstances, embracing a values driven approach to help you reach your goals.

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Who We Are

Servant Hearted Guides

Working as fiduciaries through our independent firm allows us to serve you not only with a high touch boutique level of service, but also with highly customized strategies to accomplish your specific goals. Our servant hearted team helps you meet those objectives with advice that is grounded in timeless wisdom and care, which helps build dearly valued, long term, high-trust relationships with those we are privileged to serve.

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Years Helping Clients Manage Their Wealth

Mike has been serving clients with a drive toward continued improvement that continues throughout the firm to this day.


Servant Hearted Team Members

We are only as good as the service we provide, and we are humbled and blessed to have a team that not only possess servant hearts, but display those hearts every day.


Premier Portfolio Management Partners

With access to over 900 Money Management Firms, we have developed relationships with vetted partners in whom we possess great confidence.


Clients Served

Although each client's needs are different, our objective is to serve each client with the highest levels of excellence, just as we would want to be served.


Companies Screened

Thankful we can screen companies that profit from ill gotten gain, while still providing sophisticated asset management solutions to meet client objectives.


Million of Assets Under Management

Large enough to develop sophisticated, cost effective, customized strategies, and small enough to provide a personalized, “boutique” experience. As of 5/20/2024.