Gain Clarity & Confidence

We are financial advisors that take the time to have real conversations about your current financial situation, your values, your career, and your family to help you achieve financial success.

SmartVestor Pro

Robert Templeton is part of the SmartVestor program, which is recommended by Dave Ramsey and the Ramsey Solutions organization to help you connect with investing professionals for help with retirement, college savings and other investments.

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We help you establish a financial plan to support your future and to help alleviate the following common fears:

  • It’s too late

  • It’s too complex

  • It’s too much to learn

  • It’s too time consuming

  • It will confirm all of my fears

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Our Mission

We help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship as their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity and outstanding client service.

Meet Our Team

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Certified Kingdom Advisor®

Choose from among a principled class of biblically wise financial professionals who have been trained in biblically wise financial advice for clients who long for confidence and purpose in their financial dealings.

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We can be your guide

Many people avoid meeting with a financial planner due to anxieties or misinformation about the process. We’ll assess your short-term and long-term goals to develop a plan with you, not for you. We purposely aim to simplify the financial planning process while offering competent and objective financial guidance.

Our ProcessRequest Appointment