Transparent, flat-fee planning for serious stewards
One annual fee. Comprehensive planning. No commissions, no surprise bills, no upselling.
$12,000
per year — flat fee, same for everyone
Twelve thousand dollars a year covers everything we do: ongoing retirement income planning, tax strategy, charitable giving plans, and Biblically Responsible Investing — for an entire household.
The fee doesn’t change based on your income, your asset level, or how complicated your situation is. Whether you’re single or married, with $1M or $10M, the price is the same. We reserve the right to adjust for inflation over time, but we don’t tier our pricing by complexity.
This flat-fee model is intentional. It removes the conflicts of interest that plague the industry and lets us focus on what actually moves the needle for your family.
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Fee-only fiduciary — no commissions, ever
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Same price whether single or married
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Covers retirement income, tax, giving, and investing
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Virtual-first — work with us from anywhere in the country
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No hourly billing or surprise add-ons
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Year-round service calendar — proactive, not reactive
What's not included
We don’t sell insurance products. We don’t offer hourly consultations or one-time financial plans. We focus exclusively on ongoing, comprehensive relationships — that’s where we add the most value for the families we serve.
Investments that align with your faith
We use Biblically Responsible Investing (BRI) screens to filter out companies whose practices conflict with biblical values, while maintaining diversified, low-cost portfolios designed to support your retirement income needs.
Your accounts are held with Altruist, our independent custodian. We’re not affiliated with any bank, broker-dealer, or insurance company — which means our advice is genuinely independent.
Who we work with
We work best with a specific kind of family.
Our clients are typically Christian households within five years of retirement or already retired, with $1 million or more in investable assets. They want their planning, taxes, charitable giving, and investments handled by a fiduciary advisor who shares their faith.
We work virtually with families across the country, which lets us cast a wide net for our narrow niche. You don’t need to be local to Ohio to work with us — and most of our clients aren’t.
Ready to see if we're a fit?
A short questionnaire, then a conversation. No pressure.