We are a fee-only advisor (Registered Investment Advisory firm) and a team with more than a half-century of experience to manage your investment accounts:​

• individuals—IRAs (including rollovers) and taxable accounts
• institutions—401Ks, corporate pensions foundations and endowments
• other non-affiliated financial advisors, including banks, CPAs, attorneys and financial planners.

We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.

​https://www.wallickinvestments.com/

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