People on a Deck

"Great vision without great people is irrelevant."

-Jim Collins, Author Good To Great 

At Ranch Cap we've assembled a group of the most attentive and brightest financial planners and investment professionals. We are true believers in the "team-approach" to ensure our clients collectively receive the very best from our firm. We conduct ourselves with the highest level of professionalism and in a God-honoring manner. 

It can be challenging to differentiate one advisory firm from the next. Besides having great people involved, our approach to handling money differs from the average firm. 

Our Approach

  • Fiduciary standard

  • Multi-professional team assigned per client

  • In-house portfolio management 

  • Employees / partners invest in same models offered to clients

  • Financial planning included in bundled fee

  • Multiple independent research sources

  • Original created content for blogs and videos

  • No extra third-party investment manager fees

  • Low-cost ETF's and individual securities utilized in our investment models

  • Tax implications prioritized

  • God Honoring values

  • "Serve others" family first culture

  • Percentage of firm revenue and time dedicated to charity and ministry