Our Firm

“Go placidly amid the noise and haste, and remember what peace there may be in silence.”
- Max Ehrmann, Desiderata

Peace and silence is most likely not the first thing that comes to mind when you think of a financial adviser. In today’s fast-paced and hyper competitive world of financial services, there are thousands of companies vying for your attention. For too long, companies in the financial services industry have operated under the approach of talking first, recommending second, and listening third. This sort of “shoot first and ask questions later” approach might be great for the business, but is it best for the client?

It is out of this noise pollution and chaos that Bethel Financial Group was founded with a different approach in mind. At Bethel Financial Group, we believe the way to stand out in a noisy crowd isn’t by trying to be the loudest; it is by being silent and listening.

Instead of expending our energy trying to be the loudest in a noisy marketplace, we take the time to ask questions and truly get to know our clients on a personal level. After all, what is the point in yelling if you don’t even know what you’re yelling about?

By taking the time to get to know our clients, we discover not only what their goals are, but what motivates, excites, and inspires them. With this information, we use our holistic planning process to address the obstacles to their goals, and uncover the hidden risks that could deter them.

The end result is to help bring peace of mind to our clients in their financial lives so they can focus on what they love the most; their families, their businesses, and their communities.

But it all starts by first being silent, and listening.



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