Always doing the right thing.
A full service financial firm with almost 40 years of combined experience, working with individuals, families, and small organizations.
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Where our name comes from
Whatever is true, whatever is noble, whatever is right, whatever is pure, whatever is lovely, whatever is admirable, think about such things.
Philippians 4:8 (NIV), where our name comes from
To empower and connect people to deeper meaning through Purpose Centered Financial Planning®.Learn more at PurposeCenteredFinancial.com
What we believe.
We have structured 4:8 Financial as an independent firm focused on Purpose Centered Financial Planning®. We find that this is the best way to provide clients advice that is independent and purposeful.
We put you first, not a big national company. We have the right financial tools and smart technology to build, implement, and monitor your plan. Transparency is critical, and we don’t shy away from explaining cost and expenses.
The investors we have had the best relationships with are:
- Serious about professional money management.
- Focused on long term planning as opposed to daily swings in the markets.
- Prefer leveraging the expertise of a trusted advisor.
- Interested in pursuing personal goals and purpose rather than the day to day of managing investments and planning.