Our Story.

Our Purpose at Wealth by Design.

At Wealth by Design, we believe true wealth doesn’t happen by chance. It’s intentionally crafted through wisdom, stewardship, and divine design. Like a tree grown from a single seed, financial prosperity is nurtured over time, strengthened by vision, and sustained through faithful care.

Our golden leaf is more than a logo. It’s a symbol of growth, flourishing, and the artistry of financial planning guided by purpose. Just as each leaf contributes to the strength of the tree, every financial decision becomes part of a lasting legacy rooted in God’s greater story.

This philosophy is beautifully illustrated in Leaf by Niggle, J.R.R. Tolkien’s allegorical tale of faith, diligence, and perseverance. In it an artist named Niggle, ends up spending his life painstakingly perfecting each detail of a single leaf and never rushes, never compromises. Though he never completes his grand painting in this life, he later finds himself in a realm where his unfinished work has blossomed into the full, breathtaking tree he had always envisioned. His faithfulness to the smallest details was not wasted. It was preparation for something eternal.

At Wealth by Design, we share that conviction: that careful, purposeful work, no matter how small, can create lasting impact. We don’t just manage wealth. We cultivate it with care, integrity, and vision. Ensuring what you build today flourishes in God’s greater design.

Guided by faith. Crafted with intention. Designed to grow.

What makes us different.

We Serve as True Fiduciaries

Your interests come first every time. As fiduciaries, we are legally and ethically obligated to act in your best interest, with full transparency and zero hidden agendas all the time. We don’t push products on you. Our only goal is to provide advice that aligns with your values, your goals, and your financial future.

We’re Easy to Reach

Our online-first approach means we’re accessible, and ready to meet you wherever life takes you. Whether that’s at home, at the office, or across the country. You shouldn’t have to fit your life around financial advice. We bring professional guidance to you, on your terms, through secure, convenient virtual meetings.

We Embrace Innovation, Not Complacency

We throw off the old mindset of, “If it ain’t broke, don’t fix it”, because we believe the best way to avoid problems is to stay ahead of them. We use cutting-edge tools, including various planning softwares, investment research, and other digital strategies to make sure your financial life is always running smoothly. The future isn't built by relying solely on the past. It’s written with modern tools, bold thinking, and a commitment to progress.

We Care About Our Clients

This isn’t just business for us. We take the time to truly know our clients, understand their stories, and build lasting relationships grounded in trust. Your success is personal to us. We walk with you through every season. By celebrating your milestones, navigating your challenges, and making sure you’re never alone in your financial journey.