About us

Our why

To help our clients gain clarity and confidence that empowers them to make wise decisions with their family and financial wealth.

In 2008, while Kurt and I were still young advisors at a large national financial firm, we decided to unite behind a shared mission: to help our clients connect their life’s work to what matters most to them, and empower them to make wise decisions with their family and financial wealth. Lao Tzu said, “The journey of a thousand miles begins with a single step.” That decision we made in 2008 was the first step in our journey of living out our mission. The journey has at times been challenging. No matter how many steps we had already taken, on some days it felt like there were still another thousand miles to go. However, we learned the wisdom of Steven Covey’s words: “When your destination is clear, you can keep coming back to the flight plan time and time again. In fact, the journey is really part of the destination. They are inseparably connected. How you travel is as important as where you arrive.”

When we pause to look back, we see that we have been privileged to help business owners realize their dreams of selling their companies; to sit at the funerals of clients and their family members and learn first hand that no matter how much money you have it will never replace lost time or relationships; to have walked with our clients while their children were young and see their joy as they send them off to college to start their adult lives; to share in conversations with our clients as they prepared to transition into retirement or their next big adventure.

We believe we are blessed beyond measure to live at a time in human history where we can focus our life’s work on helping our clients pursue their dreams and build wealth for the future. This is our why—our purpose that propels us forward in our journey.

Our hope is that you are able to plan purposefully for the future and live richly today.

Live above the grind,

Ron S. Bullis, Co-Founder and CEO
Kurt Van Dyken, Co-Founder and Chief Compliance Officer

Our clients

Our clients desire to live rich lives instead of merely dying rich—so they value being disciplined with their resources and making wise decisions for the future. They shun the idea that being passive, riding the wave of current trends, or settling for something because that is the way it has always been done are the best ways to manage their family and financial wealth. They are deeply committed to protecting and maximizing all of their assets—their time, health, financial resources, mind, character, and community.

They are on the journey of living an intentional life.

Leadership team

We are a multi-generational team of seasoned wealth advisors, daring financial innovators, and talented software engineers that together developed the first liability-driven wealth management system to fix the flawed traditional approach to financial planning and investing.