Home   Investment Philosophy   Frequently Asked Questions   About Us   Links   Articles   
 YOU ARE HERE : Home / About Us 

About Us

  • About Our Name
    The biblical foundation upon which we stand.
  • Our Advisors
    Meet the Mustard Seed Team.
  • Policies
    Learn about our Code of Ethics, Privacy policy, disclosure information and more.
Mustard Seed Financial, LLC is a fee-only investment advisory firm and is registered with the Arkansas Securities Department. We offer comprehensive financial planning services and portfolio management for individuals and businesses. We use an educational approach with our clients because we feel this is the best way to instill trust and demonstrate our competence and objectivity.
 
How are we different?
    • Fee-Only (no commissions, loads or other sales incentives)
    • Modern Portfolio Theory with Passive Management Strategies
    • Risk Tolerance Assessment
    • Tax Management
    • Comprehensive Planning including evaluation of investments, retirement planning, estate planning, education funding, insurance needs, and taxes*.

*We do not sell investments or insurance and we do not prepare tax or legal documents.

Read more about our services, download our printable brochure.

Links

CFP® Board of Standards
NAPFA
Schwab
Vanguard
DFA

Presentations

About Passive Portfolio Management (Powerpoint)

Problems of Past Perfomance (Powerpoint)

My Account

Schwab Login

 

This site designed and managed by Jannoo.com

Print View   Site Map   Login

 

© 2005 Mustard Seed Financial, LLC - All Rights Reserved.