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. 

  • 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

Our Approach: