Our Roanoke home office is conveniently located in the Old Southwest Historic District just 1 mile from I-581 (Elm Ave. exit) and adjacent to downtown. We have off-street parking and handicap accessible conference rooms available. We are proud to have Roanoke’s only Certified Kingdom Advisors on staff to serve you — providing Fee-only comprehensive financial planning and Biblically Responsible Investing services.
Highly Trained Christian Financial Planners
Our team also has the most rigorous industry training and certifications including:
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Certified Investment Management Analyst (CIMA)
We look forward to putting our 100+ years of collective experience to work for you!