We started this firm because we saw too much of the financial services industry overcomplicating things or creating problems just to prove their worth.
What guides everything we do is different: our systematic approach to giving every dollar purpose, our commitment to servant leadership, and our dedication to walking alongside you as you build generous, contented, and impactful lives rooted in biblical stewardship principles.
We know what it's like to have conflicting voices around money and wealth, or to feel overwhelmed by scattered financial strategies. We've learned from our own experiences that wealth is about much more than money. True wealth encompasses the health of every facet of our lives—mind, body, spirit—as well as the sustainability of our legacy.
We founded RISE to bring clarity where there's confusion, simplicity where there's complexity, and biblical alignment where there's disconnect.
Core Values:
- Relational - We sit on the same side of the table as you, building collaborative relationships rooted in servant leadership and trust
- Impactful - Your strategies determine both your generous impact today and the legacy you leave tomorrow
- Simple - True wealth is liberating and attainable, not complicated—clear communication is kind and efficient
- Equipping - We empower you to understand and participate in creating purpose for every dollar of your wealth
What this means for you:
- We approach our work with integrity, humility, and servant leadership
- We understand that every dollar should have purpose in building the life God has called you to live
- For clients who share similar convictions, we can help align your investments with biblical stewardship principles
- We respect and serve clients regardless of their personal faith background—our calling is to love and value every person who trusts us with their wealth
- We believe in the 10/20/70 principle: giving 10% generously, saving 20% systematically, and living contentedly on 70%
We seek to honor God in all that we do, which means treating every client relationship as precious and approaching every financial decision with wisdom, care, and generous hearts