So What’s Different?

Presence is not like other Financial Planning and Investment Management firms. We like it like that.

 

Fee-Only

We don’t get paid from companies to sell you a product. Our compensation comes strictly from advising clients.

Relational

Life is about more than money. Everyone has a story and we genuinely would like to hear all about yours.

Fiduciary

We keep our client’s interests first and foremost. To us, that’s the only way it makes sense to provide advice.

Servant

We are endowed with a heart of service. By embracing and acting that out, we believe we can make our community better .

Independent

We’re not attached to any one financial institution. This way, we’re not limited in the advice we can provide you.

Faithful

Our faith in Jesus Christ guides our decisions on a daily basis. We strive to glorify His name in all that we do.