Building your dreams

 

And

 

Preserving your values

True Wealth
Spotlight

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An Advisor

Meet our team of Qualified Kingdom Advisors™ serving your area.

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Screen Your
Portfolio

Get a complimentary custom Biblically Responsible Investing screening report for your portfolio.

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Why Beacon Wealth

We understand how it feels to be in a fog about your investments! For two decades we have helped hundreds of families around the country gain the clarity they need to plan well and make biblically-wise investing choices. Using our three step True Wealth Financial Plan™, you too can be on the path to building your dreams AND preserving your faith values.

Now is the time to make your money matter so you can hear, “Well done, good and faithful steward!

The True Wealth Plan™

Request A Meeting

The introductory meeting is designed to clarify and understand each client’s unique concerns, values, passions, and dreams.

True Wealth Financial Plan™

The True Wealth Financial Plan™ helps you get crystal clear on your current financial position and outlines a simple action plan that will help you accomplish your goals.

Invest According To Your Values

Have peace of mind knowing you Invested in a portfolio of companies you can be proud to own - without sacrificing returns.

Do you know what business practices

You Are Profiting From?

Screen Your Portfolio
Request A Meeting Today!
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