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Our Philosophy

Just as the rich rule the poor, so the borrower is servant to the lender - Proverbs 22:7


There’s nothing quite like coming home after a long day of work, stepping into the living room, and seeing your family’s smiling faces greeting you. Now, imagine if you could get that same feeling when working with a financial advisor.

Our founder, Robert Madison Day, has built his practice around helping families with all of their financial concerns and providing a safe, comfortable environment for them. Generational family planning, legacy planning, and education are at the heart of our firm and we offer clients a high-touch, personal process and seek to help them become stewards of their finances.

Our advisors have the heart of the teacher and strive to serve as financial coaches for our clients. Contact us today if you would like to get started simplifying your investment strategies and making informed decisions for you and your family.