Our Company

AIS Financial was founded in 1998 with the goal of providing our clients with the information and guidance necessary to make sound ﬁnancial decisions. We are a full service Wealth Planning and Investment Management ﬁrm offering access to a wide variety of solutions to help our clients work towards achieving their financial goals & dreams.

Our Commitment

At AIS Financial, we adhere to solid Business and Christian values:

Accountability: He is the one to whom we are accountable. Hebrews 4:13
Intelligence: Walk with the wise and become wise. Proverbs 13:20
Integrity: The integrity of the upright guides them. Proverbs 11:3
Knowledge: Fear of the Lord is the foundation of true knowledge. Proverbs 1:7
Fairness: Help them do what is right, just and fair. Proverbs 1:3
Excellence: See that you also excel in this grace of giving. 2 Corinthians 8:7
Success: And the Lord was with him, he was successful. 2 Kings 18:7

Our Mission

It is our mission to build lasting and meaningful client relationships, help clients navigate through financial realities to bring them closer to achieving their financial dreams, and ease the fear of financial loss. To accomplish this, we establish a process for communication, guide clients through the stages of financial planning, and seek to minimize risk in their portfolios.

It has been said that some people spend more time planning their vacation than they do planning for their future. We recognize that personal financial planning is an important process that involves discovering goals and developing a strategy to help you pursue those goals. Let us help you reach your financial destination. It would be our honor to work with you.