What Makes Us Uncommon
Uncommon Stewardship
- We help clients steward their families, finances, and organizations to be uncommon and make a difference.
We believe that we are in the stewardship business.
The dictionary defines stewardship as “the careful and responsible management of something entrusted to one's care,” and we strive to make that a collective responsibility by coming alongside our clients to accomplish three things: STRENGTHEN the lives of our clients, CHANGE the lives of their families and IMPACT the lives of others. It’s part of our DNA and we are passionate about it.
We know there are many things to consider when choosing whom to place in such an important partnership role, and we believe there are many attributes that set us apart from other advisory firms.
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We take care of people and let the business take care of itself. Our relationships are deep and highly involved with a focus on being accessible, easy to work with, and committed to taking as much off your plate as possible whether you’re local or across the country. We always treat you like the person you are, never like a transaction.
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We believe finding someone to work harder or care more about you than we do should be a difficult task. Our lives were never promised to be easy, and you need someone standing with you that isn’t going to turn and run when the storm comes. We don’t shy away from work and we do the work we’re supposed to do, when and how we’re supposed to do it.
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We think about what you don’t think about and worry about what you don’t want to worry about. We take a consultative approach to our business and know that you have a multitude of other responsibilities and passions calling for your attention. Situations can get rather complex as families, finances and organizations grow, and there are many factors to consider when creating and following a plan while life is constantly changing the inputs. You need experienced professionals that excel as integrators to see the big picture and how everything, and everyone, can coordinate to pursue what is needed to keep you moving forward toward your goals.
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Our youth is coupled with an old soul. We believe there is no shortage of energy and drive on our team to provide an uncommon level of service to our clients. We are highly adaptable in an industry where things are always changing and only moving faster. However, we know that not everything that glitters is gold. We have the wisdom and maturity to confidently stand in your corner through life’s most complex events while also, Lord willing, giving you and your family a partner who will stand with you for decades to come.
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With life comes adversity, and it is hard to follow a plan when you don’t know what you are doing and why you are doing it. We are dedicated to educating throughout our relationship to make sure your finger is never completely off the pulse and to simplify the complex situations we will face together. We also know that failure is much more likely when you flinch, and we believe that in setting great expectations and educating consistently, we can help mitigate that natural flinch response and hope to increase your likelihood to succeed.
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We choose to be generous with our time, treasure, and talents. This is true for how we interact with both our clients and our communities. We want to be as big of a pipeline as we can to serve as a conduit of blessing to others.
