Be Cared For, Not Controlled
Do you have an advisor that listens to you? We work hard to develop strong relationships with our clients where they can rely on us to help them make the important decisions in life.
How Can We Serve You?
We are a team of Christian Financial Advisors located in Columbus, OH. We serve people all around the country helping them reach their financial goals so they can focus on things they are good at and enjoy. We also do everything with the goal of serving and honoring God!
Financial Planning
We believe everyone needs a plan to help them suceed in making financial decisions and reaching their goals.
Investment Management
You are an expert in your profession, and we are the experts when it comes to investments!
Fiduciary Standard
We are structured in a way that puts your interests ahead of our own interest. We are fee based and don't earn commissions for selling products.
Biblically Responsbile Investing
We believe good values and good returns can go hand in hand. We manage investments in a way that aligns with Biblical principles.
Personal Service
Our clients are like family to us; so we treat them that way. You will always have direct access to your advisor and client service representative.
Independent
We are committed to serve one party: you! We aren't tied to some big brokerage or wirehouse. We are independent advisors free to serve you however we think is best.
Meet Our Team

Drew Lehman, CFP®, CKA®
Owner/Financial Advisor

Matt Bonito, CFP®, CKA®
Owner/Financial Advisor

Josh Chaney
Client Service Director
Do You Have Questions?
Feel free to reach out as we would be happy to answer any questions you have or find a time to meet with you!
