Tone Financial Advisors, LLC, a Wisconsin Registered Investment Adviser (CRD #139873), is a fee-only investment management firm where investors can obtain unencumbered, stewardship-based advice on how to best manage the abundant financial resources God has entrusted to them.Common worldview holds that our “money thoughts” should be held separate from our “religion thoughts,” with the possible exception of the church’s promotion of a 10% tithe. Tone Financial Advisors’ conviction is that that the two should not be separated. The Bible says that God owns it all, not just 10%. Thus, the cornerstone of our service is to help our client’s integrate their finances with their faith, through the use of Biblically-based financial principles.Optimizing Your Financial StewardshipsmOur mission is to optimize our client’s management of God’s assets. Therefore, our primary focus is not necessarily on maximizing numerical investment returns, but instead is on managing His financial assets to support His financial goals. Although we strive to direct our clients to performance-oriented investments, we believe that this does not dominate the importance of God’s eternal plan.We also believe that our clients directly benefit from an environment where portfolio performance in-and-of-itself is not dominating their lives. By reinforcing that a good, God-pleasing life is the main objective, and relegating money to its proper supporting role, we feel that the overall performance of one’s life can begin to reach its full potential. A client’s portfolio performance then becomes just one of the metrics that are measured for overall satisfaction.Lastly, we feel that our clients need “safe harbor” from a financial services industry that is rife with unscrupulous, secular-dominated, conflict-of-interest laden services. With our fee-only approach and strong code of ethics, integrity and adherence to biblical principals are tightly woven into our services. We strive at all times to ensure that our clients are paying a reasonable dollar amount for time rendered on their behalf, and that no back-door compensation, kickbacks, hidden fees or unsuitable investments are influencing our thought process.
Tone Financial Advisors, LLC, a Wisconsin Registered Investment Adviser (CRD #139873), is a fee-
only investment management firm where investors can obtain unencumbered, stewardship-based
advice on how to best manage the abundant financial resources God has entrusted to them.
Common worldview holds that our “money thoughts” should be held separate from our “religion
thoughts,” with the possible exception of the church’s promotion of a 10% tithe. Tone Financial
Advisors’ conviction is that that the two should not be separated.
The Bible says that God owns it all, not just 10%. Thus, the
cornerstone of our service is to help our client’s integrate their
finances with their faith, through the use of Biblically-based
financial principles.
Optimizing Your Financial Stewardshipsm
Our mission is to optimize our client’s management of God’s
assets. Therefore, our primary focus is not necessarily on
maximizing numerical investment returns, but instead is on
managing His financial assets to support His financial goals. Although we strive to direct our
clients to performance-oriented investments, we believe that this does not dominate the
importance of God’s eternal plan.
We also believe that our clients directly benefit from an environment where portfolio performance
in-and-of-itself is not dominating their lives. By reinforcing that a good, God-pleasing life is the
main objective, and relegating money to its proper supporting role, we feel that the overall
performance of one’s life can begin to reach its full potential. A client’s portfolio performance then
becomes just one of the metrics that are measured for overall satisfaction.
Lastly, we feel that our clients need “safe harbor” from a financial services industry that is rife with
unscrupulous, secular-dominated, conflict-of-interest laden services. With our fee-only approach
and strong code of ethics, integrity and adherence to biblical principals are tightly woven into our
services. We strive at all times to ensure that our clients are paying a reasonable dollar amount for
time rendered on their behalf, and that no back-door compensation, kickbacks, hidden fees or
unsuitable investments are influencing our thought process.
