Your Life. Your Goals. Your Money.

Halal solutions for busy, high-net-worth individuals

Awards & Recognition

Understanding Riba in Islamic Finance

Riba is one of the most often misunderstood terms in Islamic finance. More education on this fundamental concept is not only necessary for the preservation of a halal livelihood; it is also important for the preservation of the proper practice of Islam.

In our white paper series, we are helping Muslim physicians and medical professionals to better understand what Riba means, and how it impacts their comprehensive financial strategy.

Who We Work With

We partner with clients in the medical community to help them define and work toward their financial goals.

Muslim Physicians

As a physician, you have unique challenges you face in your financial life. Whether you need help managing your cash flow, evaluating benefits, or designing an insurance plan that offsets the risk of your profession – we’re here to help.

Learn More

Muslim Families

Whether you’re a new parent, nearing retirement, or navigating multi-generational living, we can help build a comprehensive plan that empowers you to stop worrying about your money, and start spending more time with those you love.

Learn More

Values-Driven Investors

Our ethical portfolios and mutual funds are designed to help you make an impact with your wealth while moving you toward your goals.

Learn More

Business Owners

Business owners face many unique stressors – financial and otherwise. Navigating the ups and downs of inconsistent income and long working hours, all while doing what you’re truly passionate about, can make for an incredibly fulfilling (but financially stressful!) life.

Learn More

Previous slide

Next slide

Working Together

We start all of our client relationships with the following 7-step process:

Step 1

An Obligation-Free 15-Minute Consultation.Let’s explore what it’s like to work together, and whether we’re a fit for your unique needs.

Step 2

Kicking Off Our Engagement.We start every engagement focusing on learning more about your goals and values. We’ll talk through where you are now, and where you want to go.

Step 3

Gathering Data.Our team will look under the hood to clearly understand your full financial picture.

Step 4

Develop Recommendations.We’ll collaborate to build a plan that’s tailored to you.

Ready to get started?

Insights & Financial Education

Market Timing Reminder: Just Say No

Continue Reading

Why I became a financial advisor

Continue Reading

Behavioral Finance: Why investors make the decisions they do

Continue Reading

Ready to Go Beyond Investing?

You have questions – we have answers.

How can I invest in a Shariah compliant way?

What funds can I use to invest in accordance with my beliefs?

How do I build wealth when I’m already short on time?

Our job is to help you answer all of these questions – and more. As your trusted partner, we support you in creating a unique-to-you financial plan that helps you invest and live with confidence.