Our Guiding Principles

Accumulus Financial Group, LLC (“Accumulus”) strives to operate on business principles based upon the fundamentals of the Christian faith, all of which center in the person of Jesus Christ, our crucified, risen, and glorified Savior and Lord.

Our faith in Jesus Christ helps shape the three foundational pillars of our business practices:

• PILLAR ONE: STEWARDSHIP
  We believe we, and our clients, are to be good stewards of the financial resources God has given us. Money is neither good nor evil, but we all must guard ourselves against the love of money. We believe everyone must trust in God’s provision and use our resources to honor Him. Accumulus is committed to helping our clients make sound financial decisions. In doing so, we help them work towards their financial goals and be better positioned to bless others and the causes they care about most.
  
  
• PILLAR TWO: SERVICE
  We believe that any ministry, occupation, or business pursuit should be committed to the Lord and done for His glory. We also believe that we have all been given different gifts and should use these gifts to serve others. Accordingly, our work and the services we provide have been committed to the Lord. Our prayer is that everything we do, in word and in deed, will bring glory and honor to Him as we work to serve you and our community.
  
  
• PILLAR THREE: COMPASSION
  We believe we must have concern for the physical, social, emotional, mental, psychological, and spiritual needs of others. While our talents and skillsets can help all of our clients, those in the Special Needs community have unique financial planning challenges they, and their caretakers, must address at every life stage. We believe our background and experience help position us to provide the additional support they need.

Regardless of where you are in your life, we will attempt to assist you in achieving your financial goals. We pride ourselves on being accessible to all people while also filtering our business practices and advice through the lens of our Christian faith. We believe our clients come to us because of the depth and breadth of our financial planning services and resources. We believe our clients stay with us because they are attracted to our approach to financial planning.