You want your foundation to maximize the effectiveness of all donations and assets. That’s why you’ll want to work with Mustard Seed Wealth Management. We’re certified financial planners that can help your foundation do more. We’ll serve as your donor advisors, policy statement advisors and much more.
Explore everything that we can do
We can be your donor advisors, asset management advisors and everything in between. You can turn to us for:
- Asset management
- Investment policy advising
- Benchmark comparisons
- Charitable gifting strategizing
- Donor advising
Our certified financial planners will speak with you about your needs and goals to make sure that you’re taken care of.
Get in touch with us today to learn more about everything that we can do for you.
