Our Vision & Values
Stewardship of Meaningful Wealth
We define meaningful wealth as the intersection of met needs, responsible behavior, significant contribution to others, a solid generational legacy, personal contentment, and spiritual alignment. Wealth is an achievement and a responsibility, and at Alliance, we carry a responsibility to steward and navigate our clients’ wealth toward well-thought-out goals. Wealth should be considered as one element in a life well lived. It is to be passed on, from generation to generation, with its responsibility and accountability intact. The work of Alliance co-creates with and for our clients a conscious orientation and understanding of what wealth means and the options and opportunities it affords.
The Creation of Wealth
The Alliance Core Values
Teamwork: Integrating the expertise of multiple financial disciplines.
Excellence: Expertise through credentialed advisors.
Accountability: Practicing transparency in all things.
Ministry: Serving others regardless of their status.
Stewardship: Serving the clients’ best interest.
The Alliance Pledge of Service
We will listen and add confidence to your ideas, plans, and needs.
We will advise you with proven wisdom and experience.
We will plan for you with deep diligence and grounded conscience.
We will execute for you seamlessly.
We will communicate with you transparently.
We will be thankful for the opportunity to serve you.
Guiding Advisors and Clients in creating Generations of Generosity.
Partner with us in supporting these and other values-based organizations:
Christian Foundation of America
Christian Foundation of America is a charitable community foundation serving Donors with charitable giving funds, legacy and estate charitable planning services and funds management. We also serve churches and Christian charities with planned giving, endowment and other charitable funds management services.
Eternity Bible College
As an institution of Christian higher education, Eternity exists to glorify God through graduates whose lives are transformed by rigorous study of the Bible as Scripture, impassioned love for God, and gracious service in the church for the world.
Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact. We exist for advisors who desire to: Realize purpose and fulfillment in the workplace, Offer meaningful, eternally focused counsel to clients, Join with like-minded advisors for encouragement, support and best practices, Have a positive impact on the financial paradigms in our culture.
Helping Advisors guide their clients to sustained financial freedom through biblical wisdom.
The creation of meaningful wealth is accomplished when clients are surrounded by a team of advisors whose competency is the integration of financial decisions with life’s meaningful goals.
Serving the clients’ best interest at all times
Practice transparency in everything we do
Delivering value beyond expectations
Integrating the expertise of the multiple financial disciplines
Serving others regardless of their status