The values we hold ourselves to every day
Servant Heart
Selfless dedication to the people we serve — clients, colleagues, and community.
Positive Attitude
Approaching every interaction with generosity and a spirit of support.
Humility
Eager to grow — embracing feedback, acknowledging limits, and always learning.
Stewardship
Faithfully managing what is entrusted to us — your time, your wealth, your trust.
Excellence
Every aspect of our work meets or exceeds expectations. Consistency is the standard.
Our Mission
Shepherding people toward faithful stewardship of all that has been entrusted to them.
Things people ask us
What makes Alliance Entrust different from traditional wealth management firms?
We offer more than asset management; we provide financial guidance rooted in faithful stewardship. Our focus is on aligning your wealth with God's purposes.
Who do you typically serve?
We work best with individuals, families, and organizations who are financially ready for long-term stewardship, have investable assets, and desire a values-based approach to preserving wealth.
What is a Values-Based Portfolio?
Our values-based portfolios embrace companies that align with biblical values and avoid companies that oppose them.
What is Kingdom-Minded Investing?
It's investing with intention, seeking financial return that also honors God. Asking, "What does God see as profitable?"
Do you offer virtual meetings?
Yes, we serve clients both in-person and virtually, providing flexibility and consistent care depending on your location.
Can you help me give more effectively?
We provide charitable giving strategies that help you give wisely, joyfully, and with Kingdom purpose, maximizing impact and tax efficiency.
Do you help with estate and legacy planning?
Yes, we guide you in developing a legacy strategy that transfers more than money; it transfers mission and wisdom to future generations.