Email us at info@servantfinancial.com to talk to a financial advisor today!

Email us at info@servantfinancial.com

Your Trusted Advisor

Helping You Achieve Your Financial and Life Goals

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As a registered investment advisor, Servant Financial has the personal commitment along with the professional responsibility to provide you with sound investment advice. Your success is our success, and we only act in your best interest. This is ethical advising you can trust.

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The Servant Difference

Our step-by-step advisement process is designed to find investment preferences aligned with your values, allowing you to confidently pursue and achieve your financial goals. We never rush into things, and we take our time to ensure expert implementation and monitoring of your investments. Our guiding principles—integrity, compassion, and expertise—can be found in everything we do:

Your success is our success. As a registered investment advisor, Servant Financial is not only legally obligated but personally dedicated to putting your interests ahead of our own. In addition, we invest alongside clients in the same portfolio models and private market investments we recommend for you. This ensures integrity, transparency, security, and trust between investor and advisor.

We proactively monitor emerging investment trends including Environmental, Social, Governance (ESG) investments. We help you invest with purpose by keeping up with trends in social justice, diversity, and governance investments; decarbonization and other environmentally conscious investments; and digitization and technology trends. This also includes investing in the post-COVID world.

We make low-cost, passive investing accessible to you. Our expert knowledge along with low-cost, broadly diversified public investment solutions help you start on a secure path toward your financial goals, right now.

As your personal registered investment advisor, Servant strives to ensure that your investment journey will be specifically tailored to your needs, preferences, and goals. Together, we will invest with purpose and share in success.

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Latest Insights

June 2, 2020

Wake Up to Bitcoin

What is Bitcoin and how does it work? Bitcoin (BTC) is the most well-known and successful form of cryptocurrency with…

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July 30, 2020

Investing with Purpose

ESG and SRI Investing Investors use Environmental, Social, and Governance (ESG) criteria to guide more sustainable and socially responsible investment….

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September 8, 2020

Go with the Flow — Investing in Hydropower

What is Hydropower? Hydropower is a type of renewable energy that uses the force of flowing water to produce electricity….

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October 14, 2020

Blowin’ in the Wind

The History of Wind Power Seven thousand years ago, the Egyptians and Phoenicians used wind to power sailboats. This was…

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November 25, 2020

Soak Up the Sun — Investing in Solar Power

Solar photovoltaic (PV) energy is 2020’s fastest growing renewable energy source. According to the National Renewable Energy Laboratory, the United…

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December 9, 2020

Invigorating Our Mission — Re-Designing Our Website and Re-Visiting Our Values

    Servant Financial Ltd. recently decided it was time to update our website. Since our initial website launch, we…

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December 16, 2020

Reawakening to Bitcoin – in the wake of the pandemic, Bitcoin has reached an all-time high

In the short time since we visited Bitcoin in our feature article, “Wake Up to Bitcoin,” in June, the cryptocurrency’s…

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February 5, 2021

Investing With Purpose in 2021

    At Servant Financial, our mission is to help you invest with purpose, but what does that mean? Everyone…

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About Servant Financial

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My name is John S. Heneghan, registered investment advisor and president of Servant Financial. I established Servant Financial because I believe in investing with integrity, compassion, and experience. It’s our mission to provide the trusted financial expertise you need to manage your investments and build a better future for you, your family, and your community.

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