Contact Us

National Office

300 Colonial Center Pkwy
Suite 300
Roswell, GA 30076

Phone:
770.280.6000
800.841.0362
Fax:
770.280.6001

With offices around the country, we serve clients across the wealth spectrum in almost all 50 states. Every client story is unique. We would love to begin a conversation about your circumstances and discuss the best way we can serve you.

Simply submit your information with the form below, and someone from our team will contact you shortly!

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  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

    Carol Jackovich

    Personal Financial Advisor

    Atlanta, GA

  • It is a great privilege for me to serve clients to help them gain peace of mind by using their God-given resources to accomplish their God-given goals. I am passionate about providing counsel that allows clients to make better decisions and live with a strong sense of intentionality.

    John Miley

    Sr. Financial Advisor

    Indianapolis, IN

  • Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.

    Susan Alexander

    Personal Financial Advisor

    Charlotte, NC

  • My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

    Sherry Teat

    Financial Advisor

    Charlotte, NC

  • I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible.  Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.

    Ed McCahill

    Financial Advisor

    Seattle, WA

  • We live in a complex world and a major part of our role is to help simplify the world for our clients.

    Erik Daniels

    Executive Vice President

    Atlanta, GA

  • Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

    George Andrews

    Managing Director

    Orange County, CA

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Partner

    Orange County, CA

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL