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

Email us at info@servantfinancial.com

What We Do

Purpose. Process. Expertise.

Discovering Your Investment Purpose

Purposeful investments begin with an understanding of who you are, why you are investing, and what your goals are. During our process, we get to know you, but we’ll also help you understand yourself as an investor. This is a collaborative, continuous discovery that allows us to deliver the right advice and services that are specifically suited to you.

Tell us about your passions, loved ones, and life goals and we’ll tell you how to invest with purpose.

Our Process

01

Planning

After we discover your investment purpose and analyze your financial situation, we formulate an investment strategy specifically designed for your personal needs. This strategy will incorporate broad diversification, low transaction costs, low portfolio turnover, and tax efficiency. It also includes your investment preferences like socially responsible investing, alternative investments, or an affinity for technology or growth investments.