Our Name

“Con” (Latin) = With + “Servant” > Serving you to help reach your financial goals.

Our Vision

At Conservant Financial, we take a comprehensive approach to wealth management. Our job is to help you clearly define your goals and then create a plan that gives you confidence in your ability to meet those goals. Once we agree on a plan, we go to work. We will design and implement investment strategies tailored to your needs. We are committed to delivering objective, unbiased advice and solutions in a cost-effective manner. We will make adjustments as needed, while always keeping you informed along the way. Our preference is to work in collaboration with your tax, legal and other advisors.

Our Values

In all that we do, we are all guided by our 3 core values of Stewardship, Integrity, and Excellence.

Hand holding a growing plant

STEWARDSHIP

Faithfully managing all that our clients entrust to us with the same diligence and care that we would employ with regard to our own personal matters.
hands shaking in green

INTEGRITY

Upholding the highest ethical standards and strongest moral principles which are guided by, but not limited to, such common concepts as honesty, candor, trustworthiness, and reliability, as well as respect for those around us.
an award ribbon

EXCELLENCE

Putting forth our best efforts daily in everything we do, as measured by both our actions and our results.