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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.

National Office | 300 Colonial Center Pkwy, Suite 300 | Atlanta, GA 30076 | 800.841.0362

  • I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

    Stan Huneycutt

    Sr. Private Wealth Advisor

    Atlanta, GA

  • My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

    Don Vanden Brink

    Private Wealth Advisor

    Holland, MI

  • 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

  • The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

    Aaron Klopfenstein

    Managing Director

    Indianapolis, IN

  • 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. Private Wealth Advisor

    Indianapolis, IN

  • I firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Private Wealth Advisor

    Indianapolis, IN

  • 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

    Financial Advisor

    Atlanta, GA

  • Everyone needs a financial advisor. We are living in a world where more and more information is available and what's missing is the filter to process that information.

    Joe Helms

    Managing Director

    Seattle, WA

  • Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.

    Scott Goldsmith

    Sr. Financial Advisor

    Indianapolis, IN

  • What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

    Sarah Baker

    Private Wealth Advisor

    Charlotte, NC