Your plan should start with you,
not your money.

Your plan should start with you, not your money.

Connect your money with your purpose

HELPING FAMILIES THRIVE ACROSS GENERATIONS

Connect your money with your purpose

HELPING FAMILIES THRIVE ACROSS GENERATIONS

400 x 40-1

Increasing wealth brings increasing complexities. It also brings opportunities and responsibilities to fuel the next generation toward a greater purpose and impact. 

 

Generous business owners, leaders and executives entrust us to help them design and live out their legacies in a way that allows their families to thrive for generations. 

 

At Arkos, we help you take stock of your family’s assets, going beyond money and investments to focus on family, legacy, unity, and giving. We help families thrive across generations by providing opportunities to align their worldly treasures with a Kingdom purpose.

Team Member Page

Increasing wealth brings increasing complexities. It also brings opportunities and responsibilities to fuel the next generation toward a greater purpose and impact. 

 

Generous business owners, leaders and executives entrust us to help them design and live out their legacies in a way that allows their families to thrive for generations. 

 

At Arkos, we help you take stock of your family’s assets, going beyond money and investments to focus on family, legacy, unity, and giving. We help families thrive across generations by providing opportunities to align their worldly treasures with a Kingdom purpose.

We designed our firm to service generous business owners and high impact families.

 

The term “GBO” (generous business owner) is a euphemism for individuals and families whose personal balance sheet has grown larger than a small business. We guide families to understand “what are other people like me doing?” by asking three critical questions:

We designed our firm to service generous business owners and high impact families.

 

The term “GBO” (generous business owner) is a euphemism for individuals and families whose personal balance sheet has grown larger than a small business. We guide families to understand “what are other people like me doing?” by asking three critical questions:

500 x 40

How much is enough for us? 

Take inventory of your personal balance sheet, define a "financial finish line," and learn an estate plan framework that empowers stewardship.

How much is enough for the kids? 

Determine how to empower your next generation, define "inheritance," and consider a custom wealth transfer plan that prioritizes purpose. 

What do I do with the rest? 

Connect your money with purpose as you align with God's unique calling for your family's generosity. Move from inspiration to activation!

Managed Assets

$1.2B+

MANAGED ASSETS

We continually watch the markets and oversee the trading, portfolio, allocation and aggregation of your accounts.

Satisfied

425+

SATISFIED CLIENTS

Our clients include ultra high net worth, generous business owners looking to maximize their wealth and philanthropy.

Experience

75+

YEARS OF EXPERIENCE

Arkos brings together the industries top performing advisors who share our Christian values and Biblical principles.

Managed Assets

$1.2B+

MANAGED ASSETS

We continually watch the markets and oversee the trading, portfolio, allocation and aggregation of your accounts.

Satisfied

425+

SATISFIED CLIENTS

Our clients include ultra high net worth, generous business owners looking to maximize their wealth and philanthropy.

Experience

75+

YEARS OF EXPERIENCE

Arkos brings together the industries top performing advisors who share our Christian values and Biblical principles.

400 x 40-1

Insights to Help You Thrive Financially and Beyond

At Arkos, we provide a pathway for our clients to live a life of abundance and connect their money with their purpose. Sign up for our newsletter to receive valuable content to help guide you towards faithful stewardship.

Team Member Page

Insights to Help You Thrive Financially and Beyond

At Arkos, we provide a pathway for our clients to live a life of abundance and connect their money with their purpose. Sign up for our newsletter to receive valuable content to help guide you towards faithful stewardship.