Mission & Values

Mission Statement:

Our mission is to discover, plan and invest for what matters most in order to free individuals and families to lead lives of significance, and help institutions effectively support their mission.

Core Values:

• Stewardship: We are stewards, all we have ultimately belongs to another.

• Legacy: We desire to build a business that will outlive us.

• Humility: We are aware of our limitations and have an ongoing appetite to learn.

• Unity: We are a team and no individual can thrive apart from it.

• Trust: We trust one another to do what is best for our clients and for the firm.

• Community: We value our relationships with one another as much as we enjoy our shared work.

• Generosity: We desire to give more than we receive, to care for all who desire trusted financial advice, and to give generously to the communities where we live and work.

• Excellence: We are dedicated to excellence in all we do.

• Honesty: We are committed to candor and transparency.

• Integrity: We are loyal to our clients’ interests above all else.