Stewardship Over Ownership
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Impact for Generations
Intentional Planning Across Every Dimension
✓ Income
✓ Investments
✓ Healthcare
✓ Taxes
✓ Legacy
We Guide Our Clients to...
01
Discern
Understanding calling, values, and vision before any strategy.
Design
Intentional architecture of wealth, aligned with spiritual priorities.
02
Steward
Wise, proactive management with multi-generational vision.
03
Multiply
Lasting impact that outlives you, and advances your life mission.
04
At The 28Ten Group, we go beyond traditional investment management. We work with clients to develop integrated financial strategies that reflect their values and long-term objectives.
Our team has helped hundreds of families create thoughtful, coordinated financial plans that foster a sense of clarity and confidence.
Explore Our Five Core Pillars of a Comprehensive Financial Plan
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![The 28Ten Leaves of Prosperity]()
Investments
Intentional portfolios aligned with your goals.
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![The 28Ten Legacy]()
Legacy
Transferring wealth and values intentionally.
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![The 28Ten Tax Efficiency Plan]()
Taxes
Looking at your entire financial picture to preserve wealth.
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![The 28Ten Roots]()
Income
Reliable income throughout retirement.
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![The 28Ten Healthcare shield.]()
Healthcare
Protection to keep your retirement goals on track.
