Fruit of the Vine Financial
At Fruit of the Vine Financial, we offer service in three main areas.
- Comprehensive financial planning to help you better understand your current financial circumstances and to provide you an optimal route to meet your financial needs and reach your financial goals,
- Investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles,
- Business retirement plans, providing guidance about which type best fits your needs and those of your business, and helping with setup and/or serving as a fiduciary advisor to 401(k) plans.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.