Storehouse Advisory Group
Storehouse Advisory Group

Storehouse Advisory Group

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Introduction: My practice is small, by design. By remaining small and independent, I retain the capacity to service client's needs personally and with great attention. Each client, regardless of the size of their account, deserves individualized attention, planning and supervision - something most firms resist, but that Storehouse embraces. As an adviser, I see my role as a steward or manager of my client's assets. I enjoy getting to know my clients - their hopes and dreams, their challenges and their victories. Its through this process that I discover how to most effectively manage their assets, and be a good steward.

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Richard B.
Sep 7, 2011
I really like the idea that my retirement investments are no longer in conflict with my belief system. Although I've only been invested with Storehouse for 8 months, I can say emphatically that Biblically Responsible Investing has definitely NOT been at a sacrifice to Return-On-Investment; at this point my earnings with Storehouse are UP about 13%, whereas the S&P is DOWN about about 5%.

License Type: Investment Adviser Representative (TN)


  • What advice would you give a customer looking to hire a provider in your area of work?

    First, investors should be aware of the many conflicts of interest present with many advisors and firms. Second, insist on an independent, fee-only advisor. Only independent, fee-only advisors are free of the many biases and conflicts of interest. They are the only advisors who are legally-obligated to place your interests first. Third, find an advisor who will tailor recommendations to your values, your objectives and goals. Of course, doing so will require the advisor to actually get to know you before rushing to make recommendations. Finally, for added peace of mind, search for an advisor who shares your values and beliefs.

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