Mission & Values

Mission Statement:

Our mission is to discover, plan and invest for what matters most in order to free individuals & 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.