Our Firm

Who is Teleios Financial Partners?

A fee-based, comprehensive financial planning firm, dedicated to building God’s kingdom by teaching churches, families, and small business owners how to be sustainable based on the biblical purpose of wealth (Deut 8:18). We offer a full array of investment, insurance, trust, and planned giving services that include but is not limited to retirement income planning, college funding, business succession, estate, and charitable giving.

Our Mission:

To teach families, churches, communities, and businesses the biblical purpose of wealth and how to apply those principles within today’s modern economic systems.

Our Vision:

To see churches, families, and businesses become financially sustainable so they can work together in service while advancing God’s kingdom. To see the community support local ministries with the economic resources needed to operate without restricting the service of God’s blessings within the local community. To see our communities transformed and thriving according to the biblical model of reconciliation and discipleship.