Interested in Joining Us?
Who We Are
We are a group of seasoned professionals who came together to better serve clients. We are each fiercely independent, and yet we see the value in leaning on one another for support and guidance. We count among our group: multiple CFPs, a CFA, a CPA (non-practicing), an attorney (non-practicing), a CDFA, and a certified business coach, as well as other professional designations and industry awards. The mission of our leadership team is to run the “business of the business” so that Advisors can focus on what they do best, serving clients and growing their practices.
Core Values
Our stated company values are Stewardship, Integrity, and Excellence, all of which are rooted in our Christian faith. While we respect everyone’s right to a personal faith that may differ from ours, we are guided by these and other Christian principles, and we do our best to live them out in our personal and professional lives.
A Winning Team
Our Journey in Numbers
Households Served
Client Assets
Team Members
Locations
States
Fully Supported Independence
Here are are a few key benefits of joining Conservant Financial.