Faithful Stewards. Trusted Advisors.
We serve as trusted advisors with your best interest at heart, offering financial guidance for individuals, families, and businesses. As a fee-only firm, we never accept commissions—only your trust.
Our Team
Access a team of experts, including a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and a board-certified estate attorney—committed to stewarding your wealth with excellence.
OUR MISSION
To serve as faithful stewards of all that is entrusted to us, for the betterment of clients and their families.
Our Values
Integrity
Generosity
Excellence
Stewardship
Our Story
A parable is a story that imparts wisdom. Inspired by the “Parable of the Talents,” our name reflects the responsibility we feel in stewarding every client’s wealth.
Let’s Talk About Your Future
Whether you’re exploring options or ready to take the next step, we’re here to listen and guide.
Address
St Augustine
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460 A1A Beach Blvd. St Aug, FL 32080
Jacksonville
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60 Ocean Blvd., Suite 11 Atlantic Beach, FL 32233