About Adventure Financial

Why Adventure Financial

At Adventure Financial we know that every financial decision you make has a ripple effect on your life and purpose, and we want to be there to help you along the way.

Mission Statement

To help our clients put their values in their finances so their purpose on earth and eternity are secure.

Areas of Focus

Retirement Planning Strategies


Saving for Education

Retirement Income Strategies

Tax Planning Strategies


Family Finances

Wealth Preservation Strategies

Charitable Giving

Retirement Plan Distribution

Cash Flow Management Strategies

Our Values

We treasure every relationship as a sacred trust.

Every dollar used is an investment to build towards your values and purpose.

We believe that we are in the hope business and finances are our language.  We want to help you build hope in your future, dreams, family and unique purpose.

We aim to hear, “Well done my good and faithful servant” for ourselves and those we serve.

We Are Your Fiduciary First

We have a responsibility to always act in your best interest.

We Build You A Personal Portfolio

We base your plan and portfolio solely on your goals.

We Are Transparent In Our Fees

We are transparent in our pricing and do not charge hidden fees.

We Avoid or Disclose Conflicts of Interest

We do not sell proprietary products.