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Prudent Money Values
Invest, Grow, Protect. This is Stewardship.

What is stewardship? Have you taken the time to really digest its meaning? At its core, we believe it is about a relationship that embodies three words: Invest, Grow, and Protect. 

  1. Invest – Invest your time, resources, and talents by living a Mathew 6:24 life. 

  2. Grow – Grow that relationship by living outside of your comfort zone. 

  3. Protect – Protect that stewardship relationship against risk. 

Elderly Couple


Every client is a big client.

There are no minimums 

We live in a world of minimums. Financial advisors demand that you are at a certain place financially before they will even talk to you. We meet you where you are, versus meeting when you are where you think you should be. 


Improve your today and better your financial tomorrow.

Life is a series of decisions. You’ve made right ones and wrong ones. We help determine where you are today and improve on it to better your financial tomorrow. 

Tennis Player
Financial Graphs


Rethinking beliefs about money.

Pop-culture finance wants you to believe in a world where dealing with money is easy. Money is not always easy to understand. We strive to make it easy for you to understand.  


Lifelong learning.

You don’t have to be an expert.  We walk alongside out clients to teach them how to make informed decisions about money. 

Elderly couple
Gardening Together


Invest, Grow, Protect. This is Stewardship.

We believe that if your life’s values focus on those three components, that is indeed stewardship.


Tel. 972-386-0384

Fax. 972-386-9787

16633 Dallas Pkwy Ste. 275 Addison, TX 75001


Monday - Friday 8:30 - 4:00

Saturday - Closed

Sunday - Closed 


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