Broker Check

Creating and preserving wealth for business owners, executives, retirees and young professionals. 

Deeply Engaged

Who We Are

Childs Company is a boutique private wealth management practice with 35+ years of financial management expertise. We provide comprehensive financial planning and investment strategies to business owners, executives, retirees and young professionals. We seek to engage deeply, while providing independent and objective advice and an extraordinary level of service for every client.

Meet Our Advisors
Deeply Rooted

Deeply Rooted in Trust

Our core values are integrity, dependability and trustworthiness…but we understand that trust must be earned. We work hard to "go deep" and learn as much as we can about your personal situation, your goals, and your dreams. As fiduciaries to our clients, we are obligated to put your interests above our own. We do not sell or provide proprietary products and do not receive undisclosed fees or commissions from any third parties.

Learn more
Deeply Rooted

Our Approach

At Childs Company, we believe that creating a sound financial plan and investment strategy begins with understanding who you are, where you come from, and where you want to go. We make every effort to gain a deep understanding of what drives you, such as your goals, aspirations, family values, and future life transitions. We call these drivers the "roots" that guide and inform all of our investment decisions. Download our brochure to learn how our client on-boarding process helps us learn what matters to you so together we can achieve your personal and financial goals.

Download Our Brochure
Committed to Philanthropy

Deeply Committed to Philanthropy

We do more than "give back" to the community. We actively support many of our clients' charitable organizations, including Camp Horizon, Corners Outreach, Cristo Rey, Good Samaritan Health Center, Juvenile Diabetes Research Foundation, Wellspring Living, Young Life and Your Grateful Nation.

Learn more
Deeply Rooted

Work with Us

Whether you need a financial advisor, some business advice, or you just want to meet us because we have similar goals and values, we would love make that happen. We are on a mission to get to know people in our neighborhood who are as deeply committed and engaged as we are to adding value and giving back to others.

Get in Touch

News from Childs Company

<p>Making Your Tax Bracket Work</p>

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More
<p>The Value of Insuring Against Life&#8217;s Risks</p>

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
Learn More
<p>Consider These 3 Things Before Driving Off the Lot</p>

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
Learn More

Have a Question?

Thank you!