Login   Join Now  

Partners

Img Logo American Bible Society 665X300

American Bible Society

Title Partner
American Bible Society exists to help all people experience the life-changing message of God’s Word. In addition to translating the Bible for over 200 years, American Bible Society partners with churches to help people engage with God’s Word and heal from the wounds of trauma. For more than two centuries, the vision of our founders has inspired us: “For the earth shall be filled with the knowledge of the glory of the LORD, as the waters cover the sea” (Habakkuk 2:14).

img logo Ameriprise 665x300

Ameriprise Financial Services

Title Partner
For more than 125 years, Ameriprise has been committed to putting our clients’ needs first. Our advisors develop ongoing one-to-one relationships and take time to understand what’s truly important to clients and their families. We offer a comprehensive approach to financial planning that ensures our clients feel confident, connected and in control of their financial life. Our core values have helped us keep our clients on track through panics, recessions, the Great Depression and the more recent Great Recession. We’re proud to have honored every financial obligation made to our clients. From our perspective, earning our clients’ trust is a job we have to perform each and every day. Helping people thrive is something we enjoy. We actively support the communities in which we work and live by collaborating with nonprofits, awarding grants and supporting volunteerism. In fact, Ameriprise employees donated 35,000 volunteer hours in 2020.1 By helping individuals and families struggling with hunger and homelessness, we’re engaged with others in the collaborative effort to build stronger communities. As we look ahead, we’re optimistic about what the future will bring. We’re more prepared than ever to serve our clients with the latest digital tools to provide secure account access from the convenience of their connected devices. Smart technologies keep evolving to allow better tracking and viewing of account performance and financial goals. This, we believe, will improve communication and collaboration between clients and their advisors, leading ultimately to a greater certainty of every client reaching their financial goals. Over the years, our success in helping people achieve their financial goals with personalized advice has helped us grow into a longstanding leader in financial planning and advice. Listed on the New York Stock Exchange: AMP Ranked #253 on FORTUNE 500®2 Serving more than 2 million individual, business and institutional clients3 Assets totaling more than $1.2 trillion under management and administration4 32nd largest global asset manager5 1 Company data 2 FORTUNE Magazine, June 2021 3 Company Reports 4 Company data, as of Q3 2021 5 Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 18, 2021 issue. Data as of Dec. 31, 2020. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. To learn more, visit joinameriprise.com/why or call 800.770.5092. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. Ameriprise Financial provides financial services without regard to religious affiliation or cultural background. Ameriprise Financial is not affiliated with Kingdom Advisors, Inc. or any particular religion, faith or creed. Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations.

Img Logo Cncf 665X300

CNC Foundation

Title Partner

Img Logo Crossmark 665X300

Crossmark Global Investments

Title Partner
Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to align their wealth with their passions and convictions. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process. Founded in 1987, the firm is headquartered in Houston, Texas. For more information visit: www.crossmarkglobal.com.

img logo Eventide 665x300

Eventide Asset Management

Title Partner
Eventide Asset Management, LLC, is a Boston-based investment adviser pursuing “investing that makes the world rejoice.®” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performing investments that we believe create compelling value for the global common good.

img logo FamilyLegacy 665x300

Family Legacy

Title Partner
At Family Legacy, our work is focused on one goal: glorifying God by serving the vulnerable and orphaned children of Zambia so they can live up to their God-given potential. To fully support our children we provide four pillars of care—intellectual, spiritual, physical, and emotional care. One way we accomplish our mission is through Camp Life. Camp Life proclaims the good news of the gospel to Zambian children by facilitating American families coming for a week to serve as “camp counselors” to vulnerable and orphned children of Zambia.

img logo GuideStone 665x300

GuideStone Funds

Title Partner
With more than $13 billion in assets under management, GuideStone Funds is the nation’s largest Christian-screened mutual fund family. Built on the foundation of integrity and excellence, we provide award-winning investment options for individuals and institutions who want industry-leading performance without compromising their values.

Inspire 665 X300

Inspire Investing

Title Partner
Inspire is a leading provider of biblically responsible, faith-based investments managing over $1.8 billion in assets under management (as of 11/31/2021), and creator of the globally recognized Inspire Impact Score™ which is used by investors around the world to measure the biblical alignment of their investments according to biblically responsible investing (BRI) principles. Inspire also donates 50% or more of their own corporate profits generated from management fees to support impactful ministry projects around the globe. Most recently Inspire completed a 3-year village transformation effort in the coffee farming mountains of Guatemala to transform the lives of the those living in that impoverished community. Thanks to investors, advisors and institutions using Inspire products, the village now has a church building, a clean water well, improved education facilities and a fully functional medical clinic.

img-logo-InternationalJusticeMission-665x300

International Justice Mission

Title Partner
There are millions of individuals living today whose lives are currently on a trajectory toward violence- it does not have to be that way. IJM’s mission is to protect people in poverty from violence by rescuing victims, bringing criminals to justice, restoring survivors to safety and strength, and helping local law enforcement build a safe future that lasts. The vision is to rescue millions, protect half a billion and make justice unsoppable

img logo NCF 665x300

National Christian Foundation

Title Partner
With over 30 local teams and the most creative giving solutions available today, our team at the National Christian Foundation (NCF) helps families create their unique Giving Strategy, send more to their favorite charities, and connect with the larger movement of generosity taking place around the world. Since 1982, we've mobilized more than $14.5 billion for 71,000 charities through a giving platform that includes Giving Funds (donor-advised funds), expert strategies for non-cash giving, highly personalized service, and unique community building opportunities. Connect with an NCF Team near you at www.ncfgiving.com.

Img Logo One Ascent 665X300

OneAscent

Title Partner
OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Financial Services, OneAscent Investment Solutions, and OneAscent Wealth Management each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give you the freedom to pursue your calling and focus on your unique gifting – guiding and caring for the clients entrusted to you. OneAscent Investment Solutions manages a variety of Values-Based Investment strategies designed to help investors live aligned with what they value most. Our broad suite of investment solutions include Turnkey Models, Individual Strategies, and Retirement Portfolios that combine a disciplined investment process and a commitment to Values-Based Investing. OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. Our advisors translate clients' unique personal needs into a customized strategy. Our comprehensive suite of solutions help clients align their Planning, Investment, and Stewardship decisions with what they value most. OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.

Img Logo Ron Blue Trust 665X300

Ronald Blue Trust

Title Partner
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $13.5 billion of assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to over 9,000 clients across the wealth spectrum in all 50 states. As of 4/1/22 and subject to change.

Img Logo Thrivent 665X300

Thrivent

Title Partner
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today - and tomorrow.

img logo AveMaria 665x300

Ave Maria Mutual Funds

Platinum Partner
We are America’s largest Catholic-oriented mutual fund family. Ave Maria Mutual Funds are designed specifically for serious long-term investors who want to practice morally responsible investing. Our pro-life and pro-family approach eliminates companies that conflict with teachings of the Catholic Church. The Fund family consists of six diversified funds. Smart Investing and Catholic Values.

Compass 665 X300

Compass - finances God`s way

Platinum Partner
Helping you become the Christ-centered leader who learns, applies and multiplies what the Bible says about money and possessions in your community and with your clients. Our strategic focus is to "Raise up Christ-Centered leaders who develop faithful financial disciples, globally" with a mission to "Equip people worldwide to faithfully apply God’s financial principles so they may know Christ more intimately, be free to serve Him and help fund the Great Commission."

Img Logo Ever Source 665X300

EverSource Wealth Advisors

Platinum Partner
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. Currently supporting more than $1 billion in investment assets, EverSource offers a financial services platform with integrated technology, back-office support, and regulatory compliance, along with investment options and oversight. Advisors affiliated with the EverSource platform benefit from a wide range of investment opportunities for impact investing and values-based investing.

Img Logo Lpl 665X300

LPL Financial

Platinum Partner
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $1.13 trillion in advisory and brokerage assets as of October 28, 2021. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 19,000 independent financial advisors and over 800 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL is honored to partner with Kingdom Advisors.

Img Logo Praxis 665X300

Praxis Mutual Funds

Platinum Partner
Guided by faith values, we make a positive impact on the world. Our core values embrace a wide range of social concerns our Christian faith calls us to consider - as well as traditional, prudent, financial considerations. Our values provide a consistent standard for current and future investments. Praxis Mutual Funds are advised by Everence Capital Management and distributed through Foreside Financial Services, LLC, member FINRA.

img logo Vident 665x300

Vident Financial, LLC

Platinum Partner
Vident Financial is a financial services innovator that seeks to create indices for financial solutions rooted in time-tested economic and investment principles. In collaboration with industry-leading firms, they design indices that combine time-tested principles, sophisticated risk-balancing strategies, economic freedom metrics, valuation, and investor behavior—all within systematic, structured, and rules-based investment processes. Their principles-based indices are not based on short-term market moves or conditions, but on the goal of bringing a long-term perspective to long-term investment solutions. Vident Financial's indices are the basis of a new type of core portfolio—one that addresses the three main asset classes and is anchored in time-tested principles. Their four proprietary ETFs listed on the NYSE that track the indices, including VIDI (International Equity), VUSE (U.S. Equity), VBND (U.S. Fixed Income) and PPTY (U.S. Diversified Real Estate).

Camelot665x300

Camelot Portfolios, LLC

Gold Partner
Camelot is a family of Advisor Solutions companies that have been established to fulfill a vision for delivering excellence in the investment community. Through a diverse team of experts, we offer solutions for advisors in the areas of investment management, succession and continuation, and biblically responsible mutual funds. Our companies were designed for three specific purposes: Client Impact, Advisor Impact, and Kingdom Impact.

Img Logo Cfd 665X300

cfd Investments, Inc.

Gold Partner
cfd Investments is a Broker/Dealer dedicated to providing Financial Professionals with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients’ goals and objectives in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself.

Arbor Brook 665 X300

FourWard Financial Wellness

Gold Partner
FourWard is a long-awaited advancement in Financial Wellness, as one of the only platforms that is app based and designed with advisors in mind. Through proprietary assessments, advanced reporting and Biblically based actions paths: - Advisors increase their impact, their revenues, and generate leads - Employers gain wisdom about their teams and employee benefits - Employees make breakthrough progress in financial stewardship

Frontier Asset Management 665x300

Frontier Asset Management

Gold Partner
Frontier Asset Management is an independent & unbiased asset manager that supports and manages global asset allocation strategies primarily for the clients of financial advisors. Frontier has a highly experienced investment team with a specialty in Downside First Focus investment strategies. Frontier offers a suite of Faith-Based Strategies that aim to align clients’ beliefs and values with their investments. Founded in 2000, Frontier is headquartered in Sheridan, Wyoming, and as of June 30, 2022, has approximately $5.9 billion in assets under advisement.

HIS 665x300

HIS Envoy Group

Gold Partner
Our purpose is simple: to walk with advisors, individuals and organizations to help them multiply their Kingdom Impact through Financial Stewardship. Whether it’s a private wealth account, separately managed account, Private Equity or a Faith-Driven Retirement Plan, we want to bring you the very best in Biblically Responsible Investing Solutions. We are a Stewardship Company highly committed to providing BRI/Faith-Based Investing Solutions. As fiduciaries, we see it as an obligation to provide services that not only fit clients’ needs but align with clients’ values as well. Employing a tried-and-true Active Tactical Trading Strategy, our approach provides clients with an edge and a personal experience unrivaled. We make this experience available to you to help guide you, provide advice, and support. From Retirement Plans to Private Equity Opportunities, we have an array of refined Strategic Solutions to help you target new clientele or provide you with back-office support.

MPIC 665x300

Ministry Partners Investment Company

Gold Partner
Ministry Partners is a faith-based financial services firm that was created in 1991 to bring professional expertise and advanced market solutions to churches and ministries, individuals and businesses, as well as banks and credit unions. Our missional purpose is to Strengthen Christian Stewardship. More specifically, Ministry Partners serves its clientele through cost effective lending, prudent treasury management services, biblically responsible wealth management, risk mitigation planning, and purposeful legacy planning.

Img logo Sawtooth Valuation 665x300

Sawtooth Valuation Advisory LLC

Gold Partner
Sawtooth Valuation Advisory LLC delivers financial and valuation insights to owner-operated and family-owned businesses in transaction advisory, tax compliance/planning and financial reporting contexts. We serve clients nationwide and across a variety of industries.

Shelton665x300

Shelton Capital Management

Gold Partner
In an expanding global marketplace, high-quality companies and investment opportunities are scattered far across the world. Shelton Capital Management finds those opportunities and offers U.S. investors international exposure through the Shelton International Select Equity Fund, separately managed accounts (SMAs) and the Shelton Emerging Markets Fund. Both strategies are concentrated portfolios with a principles-based component that seeks to invest in companies that are deemed to have a positive societal impact.

img logo TimothyPlan 665x300

Timothy Partners, LTD

Gold Partner
Timothy Plan exists to promote biblically responsible investing. Our foundational principle of investing is that God owns everything. This is why our thirteen funds take a pro-life, pro-family approach to investing—not only to benefit the investor but the broader culture. We are firmly committed to running a mutual fund and ETF company with the integrity, excellence, and wisdom that brings honor and glory to our Lord Jesus.

Img Logo Advisor Serve 665X300

AdvisorServe

Silver Partner
A comprehensive wealth strategy includes insurance solutions, but most fee only advisors aren't able to keep up with all the insurance strategies available. At AdvisorServe, we work with you to offer solutions that fit your plans, so you can objectively meet your clients’ goals. We operate as your free, in-house virtual insurance department. We operate behind the scenes, providing you with all the tools and education you need to confidently serve as your client's key resource for insurance planning.

Img Logo Archetype 665X300

Archetype Wealth Partners

Silver Partner
At Archetype, we are seeking to build the ideal, God-honoring wealth management company. We are one firm of aligned advisors, who are passionate about helping families thrive across generations. We serve high-capacity families with complete representation and help them connect their wealth with their values.

Img logo Barnabas Foundation 665x300

Barnabas Foundation

Silver Partner
Since 1976, Barnabas Foundation has helped generous Christians transfer their wealth in ways that honor God, provide for their families and support the causes close to their hearts. Specifically, we partner with Christian ministries to help their supporters give through their wills and in ways that reduce their taxes, such as through gifts of stock, real estate and other non-cash assets.

Img Logo Carson 665X300

Carson Group

Silver Partner
Carson serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

Img logo Christian Financial Resource 665x300

Christian Financial Resources

Silver Partner
Christian Financial Resources is a financial ministry founded in 1980 with the mission of “funding ministry…changing lives.” CFR accomplishes this mission by providing loans to Christian churches to buy property, construct new buildings, refinance bank loans, and make renovations. CFR offers demand accounts and certificates for ministries, families, and businesses to invest their savings and earn a great rate of return while they get the kingdom satisfaction of knowing their investment is changing lives in churches.

Christian Healthcare Ministries 665x300

Christian Healthcare Ministries

Silver Partner
Christian Healthcare Ministries (CHM) is celebrating 40 years as the nation’s first and longest-serving health cost sharing ministry, providing a cost-effective, accountable and faith-based framework to help fellow believers facing a health crisis. Likewise, brothers and sisters in Christ step in to help you in your time of need. Members’ pre-set monthly financial gifts to CHM are the funds used to share each other’s healthcare costs. The ministry shares 100 percent of eligible bills and overall has shared over $6 billion in members’ healthcare costs. That’s 40 years of faithful medical bill sharing. CHM is also a Better Business Bureau Accredited Charity and the only health cost sharing ministry featured on The Ramsey Show. CHM is a federally certified exemption to the individual mandate under the U.S. Affordable Care Act. As such, CHM is an eligible option for individuals and families under the national healthcare law.

CCM 665x300

Community Capital Management, LLC

Silver Partner
Our mission seeks to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social outcomes. CCM manages $4.2 billion in impact investments including Community Reinvestment Act (CRA) qualified investments. We believe a fully integrated portfolio, one that includes impact and environmental, social, and governance (ESG) factors, can deliver strong financial performance while simultaneously having positive long-term economic and sustainable outcomes. Our strategies utilize an innovative approach to fixed income and equity investing by combining the positive outcomes of impact and ESG investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. We are honored to be recognized as the 2020 Money Management Institute (MMI)/Barron’s Industry Awards 2020 Asset Manager of the Year (AUM of $10 billion or less) and winner of Sustainable & Impact Investing.

Davar 665x300

Davar Partners International

Silver Partner
When 80% of people around the world do not read, struggle to read, or simply prefer to listen, they cannot engage with the Word of God until they hear it. Davar records high-quality, accurate versions of the Bible in audio; Davar freely and widely publishes audio Bibles for distribution through various platforms and devices; and Davar collaborates with translation agencies, Bible societies and ministry partners in order to eliminate Bible poverty worldwide.

Img logo Faith Investor 665x300

Faith Investor Services

Silver Partner
Faith Investor Services strives to align investor portfolios with their religious values. We are an ETF platform that partners with the most well-known and established Faith Based investment managers in the industry to issue ETFs. Our first fund is the Knights of Columbus Global Belief ETF and managed by the Knights of Columbus Asset Advisors.

Faithward Capital 665x300

Faithward Capital

Silver Partner
At Faithward Capital, we are passionate about aligning Christian faith and personal values with financial stewardship. We believe that it is possible for Christians to exercise discernment with their investments, while also pursuing a God-honoring lifestyle. As a biblically responsible third-party asset management firm, we partner with advisors seeking to increase their personal freedom and flexibility, as they promote a biblical approach to investing that doesn’t compromise their clients’ financial future.

Fusion 665 X300

Fusion Financial Partners

Silver Partner

img logo GenerousGiving 665x300

Generous Giving

Silver Partner
Generous Giving’s mission is to spread the message of biblical generosity in order to grow generous givers, especially among those entrusted with much. Founded in 2000 by The Maclellan Foundation, it was launched with a vision to stir a renewed, spirit-led commitment to generosity among followers of Christ through conversation. Today, we host conversations about God and money in an environment that never asks you for donations or anything in return. These experiences have led thousands to experience renewed purpose, stronger families, passionate marriages, and deeper relationships with God.

Img logo Heartfor Lebonan 665x300

Heart for Lebanon Foundation

Silver Partner
Heart for Lebanon mission is to “make disciples”. We are non-denominational Christian organization that works unconditional in creating faith-defining environments that give families and children living below the extreme poverty line, no matter what ethic group they belong to in Lebanon the chance to encounter God and grow spiritually. Heart for Lebanon has a Missional Leadership Development Program which is developing leaders as disciples of Jesus Christ to serve the communities they live in, in a Christ-like manner. This is part of The Middle East Center for Justice and Missions.

Img Logo Helping Hands 665X300

Helping Hands Ministries

Silver Partner
Difficult times, rising medical costs, natural disasters, and other problems today have created a world of needs all around us like never before. You want to help when you learn about a cancer patient fighting for her life who can't afford the treatment, or a young widow left unexpectedly to care for her family on her own. But often, you don't know how. That's were Helping Hands Ministries comes in. Helping Hands makes it easy to meet the pressing needs of individuals God places in your path, quickly and in a tax effective manner……and anonymously if you choose. Give well, with joy and confidence knowing you have made a difference in someones life. When you hear of someone in need, give us a call. We're here with Helping Hands. (tel) 706.754.6884 (web) www.hhmin.org

Img logo Independent Alliance 665x300

Independent Advisor Alliance

Silver Partner
At Independent Advisor Alliance (IAA), our focus is on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA helps business owners execute their vision by providing customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue.

Img logo Jesus Online 665x300

JesusOnline Ministries

Silver Partner
JesusOnline Ministries uses internet technologies to help people in more than 200 countries and territories discover who Jesus really is, receive Him as Lord and Savior, follow Him through personal online discipleship, and share Him with others. Since 2006, JesusOnline Ministries has been sharing the truth about Jesus on the Internet with people throughout the world. And we do this 24 hours a day, 365 days per year! As a result, people are: DISCOVERING who Jesus is, RECEIVING Him as Lord and Savior, FOLLOWING Him wholeheartedly SHARING Him with others.

Mirador 665x300

Mirador, LLC

Silver Partner
Mirador combines powerful data science with deep financial expertise to provide best-of-breed services to Single Family Offices, Wealth Managers and RIAs, Endowments and Foundations. From market leading consolidated financial reporting, to technology solutions for wealth advisors, to middle office services, Mirador serves those who manage significant wealth.

Img Logo Moneywise2019 665X300

MoneyWise Radio

Silver Partner
MoneyWise Media’s vision is that every Christian would have access to biblical answers to their financial questions. As the voice of the industry of Christian financial advice, MoneyWise reaches more than one million weekly listeners with three daily nationally syndicated radio programs. In a call-in format that is practical and encouraging, listeners are equipped with biblical financial wisdom and connected with trained coaches and Certified Kingdom Advisor® professionals for financial advice that aligns with their values. Visit our booth #13 at the center of the Exhibit Hall to talk about how can carry the message to your city.

Img Logo Pathfinder 665X300

Pathfinder Coaching & Consulting

Silver Partner
Like you, our clients are busy, successful advisors and planners. Whether affiliated with a major firm, an independent B/D or your own RIA, you want to provide a comprehensive and consistent client experience, and you know it takes a defined process and a well-structured team. You also know that you need strong messaging and effective marketing strategies to sustain the growth you desire. From the many tools and resources available on our Advisor Resource Center to group programs to custom consulting and coaching, we provide a full range of services to help our clients design the practice they’ve always wanted. If this sounds like what you need to build your perfect practice, and you’re ready to make it happen, let’s talk!

Fee X 665 X300

Pontera Solutions, Inc.

Silver Partner
FeeX allows advisors to proactively manage, monitor and trade their clients' held away accounts like 401k's, 403b's, 457's, and TSP's. Advisors are able to generate revenue from these assets and ultimately drive better outcomes for their clients.

Img Logo Riskalyze 665X300

Riskalyze

Silver Partner
Riskalyze is the company that invented the Risk Number™, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today manage $380 billion on Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number. To learn more on how it has twice been named one of the world’s ten most innovative companies in finance, visit www.riskalyze.com.

ROL Advisor 665x300

ROL Advisor

Silver Partner
In order to thrive in the future, financial advisors need to shift from a Return on Investment focus to a RETURN ON LIFE focus. All the communication processes, from Discovery to Reviews, in the life of the client should place the client at the center of the conversation and provide immeasurable value. The objective of the Life Centered Planning process is to help clients realize a greater Return on Life, which is defined as getting the best life possible with the money they have. When we put the client’s life at the center of the conversation, everything changes; their sense of progress, their level of engagement, and their perception of your value. This is accomplished by using our state-of-the-art Digital Discovery technology that helps clients answer three BIG questions; 1. How were their financial views formed. (Perspectives) 2. How do they evaluate their present situation. (Progress) 3. What does life hold in store for them. (Preparation)

Img Logo Ron Blue Institute2016 665X300

Ron Blue Institute

Silver Partner
The Ron Blue Institute (RBI) exists to equip Christians to make financial decisions in a way that demonstrates their faith and trust in God and His eternal promises. The primary way RBI does this is through partnering with like-minded with Christian organizations and institutions. RBI is creating easy access and deeply reflective engagement with Ron Blue’s biblically based advice and resources through the Certified Financial Planning Certification integrated with the Kingdom Advisors Certification, Biblical Stewardship High School Programs, NEXUS Financial Discipleship Centers, RBI Center Schools, and many more programs and resources. Ron Blue believes “God’s Word speaks authoritatively and timelessly to all financial planning and decision making, providing us with wisdom for the process and principles for the decision. RBI seeks to be a thought leader with great influence committed to changing the way Christians think, act, and communicate about financial stewardship empowering the Church and changing the world by teaching that Jesus Christ is the source of all wisdom.

img logo Smead 665x300

Smead Capital Management, Inc.

Silver Partner
At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth.

Img Logo Still Water 665X300

Stillwater Capital M & A Advisors

Silver Partner
Stillwater Capital M&A Advisors specializes in selling mid-market businesses. We sell businesses through a world-class confidential auction process that has consistently generated outstanding results for every client. We create results with significantly increased selling prices with reduced transaction timelines and minimal disruption. We are staffed by 17 of the world's best M&A professionals all with a deep passion for Christ. We bring biblical wisdom, insights, and integrity to life in every encounter and every action. We have served all of North America for over 20 years.

Img Logo Strategic Resource Group 665X300

Strategic Resource Group

Silver Partner
Strategic Resource Group (SRG) is a 501(c)(3) professional advisory services organization specializing in international grant-making services for Christian resource partners (donors) who seek to improve both the stewardship of and the return on their kingdom investments. Focusing on the Middle East, North Africa, Pakistan, and the Arabian Peninsula, SRG identifies strategic ministry initiatives in the region, conducts due diligence, and bundles initiatives into ministry funds. SRG invites resource partners to contribute to these funds, and thus help to maximize ministry impact and facilitate wise stewardship.

Clout 665 X300

TIFIN Wealth

Silver Partner

img logo WaterStone 665x300

WaterStone

Silver Partner
For 40 years, WaterStone has assisted givers and their advisors by crafting customized, innovative giving strategies, no matter how complex or unique, that help individuals minimize taxes and maximize the impact of giving to their favorite charities. Our strategists stand ready to create Personalized Charitable Plans utilizing Business Interests, Real Estate, Appreciated Assets, Charitable Trusts, Giving Funds and more. Find out how to give and receive the most from complex assets with WaterStone.

Img logo World Help 665x300

World Help

Silver Partner
World Help is a Christian humanitarian organization serving the physical and spiritual needs of impoverished communities around the world. We believe in providing both HELP FOR TODAY and HOPE FOR TOMORROW. The idea behind HELP and HOPE is that faith means very little when people don’t have access to food, clean water, or the medicines they need … but without faith that feeds the soul, meeting those physical needs is just a short-term fix. Since 1991, the World Help family, along with our international partners, has been able to impact more than 80 million people in over 70 countries.

Img logo Wycliffe 665x300

Wycliffe Bible Translators Foundation

Silver Partner
God is transforming lives through his Word so people from every nation and language can have a personal relationship with him. However, there are still thousands of language groups and millions of people who do not have any Scripture in a language that speaks directly to their heart. Wycliffe Foundation was formed in 2002 to help fund Vision 2025 - Wycliffe's mission to see a Bible translation program in progress in every language still needing one by the year 2025. At the Wycliffe Foundation, we provide professional, donor-centered gift-planning services to help people use their God-given assets to impact his kingdom through Bible translation.

Img logo XY Planning 665x300

XY Planning Network

Silver Partner
XY Planning Network is the leading organization supporting financial advisors who provide fee-for-service financial planning to Generation X & Generation Y clients. XYPN is a turnkey financial planning platform, providing everything from compliance support to the technology necessary to start, run, and grow (or transition to) a fee-only RIA doing real financial planning for next generation clients, with real independence, and access to a real community of like-minded advisors.