The Case for Tithing
Whenever we're out, my little son will ask me, "Are we close to home?" A few blocks, a few neighborhoods, a few states - are we close...
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Can I finally get my finances in order?
How We Support You
ORGANIZATION
Finally know what you
have and where to find it.
INVESTMENTS
Professional portfolio management that fits your values.
SUPPORT
Strategic, logistical, and human support every step of the way.
IMPLEMENTATION
Turbo-charge your follow-through on crucial tasks.
EDUCATION
Build financial knowledge and come to understand your money.
ALLYSHIP
Pursue your dreams with a financial professional on your side.
Landon Tan (He/Him)
Certified Financial Planner™
Founder & Planning Lead
Jesse Gerstin, MBA (He/Him)
Certified Sustainable Finance Analyst (CSFA)
Investment Lead
Gabe Traub (He/Him)
Financial Planning Assistant
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