Do your investments align with your values?


Our financial advisors help you meet your financial goals, while ensuring your investments align with your values.

Live Well. Finish Well.

We work with you to develop a
values-aligned approach to planning, investments, and stewardship.

For Individuals

Financial Planning

Navigate complex investment decisions to develop a financial plan that aligns with your goals and values.

Investment Management

Invest in companies that share your values and do business with integrity with our proprietary approach.

Retirement Planning

Retire to something, not from something. Prepare for a meaningful and fulfilling life.

Legacy Coaching

Develop a plan to align your legacy with your values to pass on who you are and not just what you own.

Tax Planning

Identify tax reduction and avoidance strategies when our advisors collaborate with your CPA or tax preparer.

Estate Planning

An effective estate planning strategy begins with an understanding of your unique perspective on money and the values that guide your life.

For Companies

Employee Retirement Plans

Offer your employees the ability to live aligned with their values with our retirement plan design services. 

401k Employee Resources

We work with your employees individually and as a group to help them develop a financial plan that aligns with their values.


Birmingham, AL

23 Inverness Center Parkway
Birmingham, AL 35242
(205) 236-4142

Columbia, TN

710 N. Main Street, Suite 100
Columbia, TN 38401
(931) 240-0003


2020 Hwy A1A
Indian Harbour, FL 32937
(321) 777-2990

Pensacola, FL

625 E Romana Street
Pensacola, FL 32502
(850) 433-3386

Live Aligned

With What You Value Most

We help clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most.