As a Christian financial advisor, I have a Bible verse that guides everything I do. It comes from Philippians and is found in Chapter 2, verses 3-4: “Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others.”
Quite simply: We put your interests above all else, always. It’s the reason we started Quo Vadis (we were encouraged by our clients to establish our own business!), and it’s what keeps us successful.
As an independent firm, we’re not saddled by company mandates or sales quotas, leaving us free to offer you a variety of options, and leaving you free to choose.
Though many advisors provide investment, life insurance or property and casualty insurance advice, Quo Vadis offers a comprehensive financial plan integrating these with estate planning, tax strategies, debt and cash flow management, accountability coaching, and more—or less—depending on your individual needs.
Founded by two US military veterans, Quo Vadis is serious about service and accountability. We have a fiduciary responsibility to our clients that is enforced by federal and state regulators (and the mirror). So we will always be truthful and forthright with you—even when it’s uncomfortable.
We love charitable giving—and that’s part of what we’re about. We think finance is a way to empower people to improve their world—either through community, environment or business. Hence, our slogan: Do more than well. Do good.
Quo Vadis Financial services are open to committed individuals of all income levels. After all, many affluent people became so because they left little to chance and sought financial assistance—why shouldn’t everyone have this advantage?
Financial advisors get paid in different ways, based on how they structure their business. At Quo Vadis, the fee structure is based on the “hybrid” model that is made up of fees for advice and fees for investments and/or insurance products.
I often ask prospective clients if they know what fees they’re paying to their current advisor and the answer has largely been the same: “No” is that answer. To me, that’s a problem. When it comes to fees, transparency is key.
I get paid in three separate ways:
It is most important to me that my clients understand, and know, the fees they are paying and what they are receiving for those fees.