130 North Bond Street,
A note from Brad...
I have been a Christian all my life, and have been actively involved in the life of a number of churches over all of those years. Those experiences made it clear to me early on that helping people plan and invest following their personal values was going to be a huge challenge. I watched as several mainline denominational churches changed some of their long-held doctrines and beliefs. And then I watched as congregational members became divided over the changes brought about by church leadership. So when God placed it on my heart to take my practice in the direction of Biblically-Responsible Investing (BRI), I resisted multiple times. Each time I caved in to the notion that helping clients invest within their personal values system would be a completely unmanageable undertaking given that there is no "standard" among the various Christian values that fall under the BRI category.
But God persisted, and several years ago I agreed to pursue BRI for every client desiring to do so, and to match investment products and programs, as well as financial advice and planning services, to the values and beliefs of each individual client, to the greatest extent possible given their goals, circumstances, and other factors. While it is a challenging proposition, it is also a very rewarding experience for not only the clients but for myself as well. And I am continually encouraged as I see the demand for purpose-based planning and faith-based investing, and the products and programs with which to work, growing and expanding every year.
Like most advisors in this noble industry, my first priority is helping you take care of yourself and your family. I take the time to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. But still rather distinct to the financial services field, my approach to wealth management is rooted in Biblical principles, which include strategies for prudent spending, saving, and investing from a Christian values perspective. Helping clients align their investment strategy with faith values using BRI has become my specialty. Yet you can also expect that as your professional advisor, I will strive to be a faithful steward of your resources that you entrust to my care, aiming for the highest returns based on your individual needs, risk tolerance, time horizon, and objectives. My ultimate goal is to bring you confidence while having an effective plan in place, that your investments are being professionally managed in a God-honoring way, and thereby freeing your time and attention to focus on other areas of your life that truly matter to you.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.