Partners
Our Partnerships
WealthPlan Financial Group
WealthPlan is our Office of Supervisory Jurisdiction (OSJ). They provide practice management support and have regulatory oversight of our investment and financial planning business.
Cambridge
Cambridge is our broker-dealer and registered investment advisor. We have chosen Cambridge because they, like us, are independent and allow us to structure our business in the way that best serves our clients. Cambridge processes our investment and financial planning business, hold responsibility for regulatory oversight, and provides additional practice management support.
Eventide Center for Faith and Investing
Eventide Center provides courses and support for investors and financial advisors who seek to apply Biblical principles to their finances. We align with their mission and vision.
FaithFi Podcast
FaithFi is a daily podcast that discusses the bridge between faith and finance. We find it to be extremely valuable and know that many of our clients do as well.
Kingdom Advisors
Kingdom Advisors is a growing global movement of professionals seeking God’s glory and client success. They offer tools and training resources to Financial Advisors for obtaining an industry recognized designation that helps grow their business and maximize kingdom impact. KA is a Leading Advocate for the Christian Financial Industry.
Inspire Investing
Inspiring transformation for God’s glory by empowering Christian investors through biblically responsible investing excellence and innovation.
Timothy Plan
Timothy Plan is a faith-based mutual fund company whose business practices are aligned with the teachings of Jesus Christ.
NACFC - National Association of Christian Financial Consultants
Learn how integrating faith with financial planning can enhance your investment strategy and peace of mind.