Mission first
Your work changes lives. Your financial plan should protect the resources that make that work possible, never pulling focus from what matters most.
Mission-Aligned Nonprofits
Financial strategies that protect your mission.
Retirement plans, reserve management, and investment strategies designed to protect your resources and reflect your mission. So you can focus on impact.
Retirement Plans
Customized employer-sponsored retirement plans.
Boost engagement with tailored financial solutions that attract and retain the talent driving your mission forward.
- Initial discovery and consultation
- Tailored retirement plan design that suits your organization and workforce needs
- Retain top talent with competitive benefits packages, including student loan repayment assistance
- On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER
- Concierge client services and ongoing support
- Educational resources to boost engagement
- Seamless integration with your existing payroll systems, complemented by close collaboration with your CPA, bookkeeper, and legal advisors
- Cost-effective plan structures designed to fit your budget without sacrificing quality or competitiveness
Investment & Reserve Management
Expert financial strategies for maximum impact.
From cash flow to investments to complex gifts, we bring smart technology and trusted guidance to simplify it all. With ongoing fiduciary care, we help protect your time and resources, so you can focus on doing what you do best: creating impact.
Philanthropy
Building a legacy of generosity.
Empowering families and organizations to give with purpose through structured, sustainable giving strategies.
- Initial discovery and consultation to determine needs
- Family philanthropy planning: create multi-generational giving plans to instill charitable values and ensure long-term impact
- Planned giving strategies: assist in creating gifts through wills, trusts, or life insurance policies and managing bequests in successions
- Private foundation investment management: advisory on sustainable investment strategies for growing and protecting family foundation funds
- Donor advised funds
- Corporate Social Responsibility giving strategies: charitable giving initiatives to align with their mission and values
- Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER
- Concierge client services and unlimited email support
How we work
Fiduciary care for organizations that care.
Fiduciary, always
We are legally and ethically bound to act in your organization's best interest. Fee-only, no commissions, no product quotas. Transparent advice you can trust.
Built for impact
From retirement plans that retain talent to reserves that ensure stability, we design financial strategies that support your mission today and protect it for decades.
Focus on your mission. We will handle the rest.
Tell us about your organization. We will design a financial strategy that protects your resources and reflects your values.
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