FAQs

In my industry (and in many industries), you aren’t supposed to talk about faith. But to give the best advice, I don’t believe in avoiding the question: “What is God calling you to do?” Our services help draw out your core motivations, discern your calling, and make the most of your time and treasure.
Our only compensation comes directly from you, the client. We do not receive any commissions from our recommendations, nor do we participate in any revenue sharing programs with fund companies.
Our most common fee structure includes a one-time comprehensive financial planning fee and then ongoing investment management fees paid quarterly in arrears.
We do not have a required minimum. Currently, the average client portfolio that we manage is just north of $1 Million.
We are blessed to have a family of clients all across the country, from FL to NY to CA and many beautiful places in between!

Todd Macke – CFP® practitioner and Investment Adviser Representative

Kevin Jordan – Certified Financial Therapist-I practitioner and Investment Adviser Representative; pursuing Master’s Degree in Personal Financial Planning at Kansas State University and CFP® designation

James Orr – MBA and Investment Adviser Representative; pursuing Chartered Market Technician (CMT®) designation

Olivia Jordan – pursuing Certificate in Spiritual Direction

Joshua Miller – PhD

Give us a call! You’ll speak directly with our staff who will ask you a few general questions about what prompted your call, and we will schedule a time for you to meet with our advisor team (in-person or virtually).
For us to be most efficient with your time, we request that you complete a short questionnaire and provide us with some recent financial documents that will guide our conversation. Due to the sensitivity of the information we request from you, we use a secure online portal for sharing documents online.
All are welcome at Greater Gifts. We are inspired by our Catholic faith to live authentically and help others pursue God’s calling for them, but we believe our services are beneficial to any person who yearns for more in life and dares to be great.