We help individuals and organizations plan and manage their financial resources so that they can have the kind of future they want to have.

Our founder is both a Certified Financial Planner professional and an ordained minister. We focus on providing financial guidance to the faith community. For churches and other Christian organizations, we provide endowment management, planned giving strategies, educational seminars, and keynote speeches. For individuals, we focus on retirement income planning, portfolio management, values-based investing, and charitable gift planning. Required disclaimer: Securities offered through Essex Sec...

Our founder is both a Certified Financial Planner professional and an ordained minister. We focus on providing financial guidance to the faith community. For churches and other Christian organizations, we provide endowment management, planned giving strategies, educational seminars, and keynote speeches. For individuals, we focus on retirement income planning, portfolio management, values-based investing, and charitable gift planning. Required disclaimer: Securities offered through Essex Securities, member FINRA.SIPC. Advisory services offered through Global Investment Advisors, 168 Centre Street, Danvers, MA 01923. Services offered only in states where we are licensed.