Navigating Wealth with Integrity and Vision
Empowering Entrepreneurs with Personalized Strategies for Financial Protection, Peace, and Purpose
Welcome to Ark Financial
As an entrepreneur or business owner, you know that managing your finances can be overwhelming. Taxes, investments, estate planning, risk management—it’s a full-time job on its own. And if you’re trying to handle all of that while running a business, it’s easy to feel stretched thin. That’s why we built Ark Financial. We’re not just another wealth management firm—we’re here to give you a complete, all-in-one financial system that makes your life simpler.
Based in Austin, TX, we’ve been helping business owners get organized and stay ahead with the Ark Family Office since 2010. Think of it as your financial command center, led by our Family Office Captain, who ensures that every piece of your financial picture is working together—from tax strategies and estate planning to risk management and investments. Our goal is simple: take the complexity off your plate so you can focus on growing your business and living your life.
We operate on a flat-fee model because we believe in transparency. No surprises, no hidden fees—just straightforward, client-centered service. Our culture is built on Justice, Mercy, and Humility. We’re not just managing money; we’re building partnerships that are about doing what’s right, caring for others, and staying humble in the process. We’re here to transform lives, not just balance sheets.
For the past 14 years, we’ve been refining our approach to deliver real, measurable results. Our clients get solutions that actually work—strategic organization, net worth optimization, and legacy planning that create lasting impact. If you want a trusted partner who’s committed to your success, you’re in the right place.
Our Mission
Glorify God and transform the financial industry by serving clients better.
Our Vision
One day everyone will have a Family Office.
Our Values
Our Values Set Us Apart
At Ark, our values are rooted in a commanding source—the Bible, specifically Micah 6:8, which emphasizes doing justice, loving mercy, and walking humbly. These principles form the core of our company’s culture. We see justice, mercy, and humility as foundational to who we are, and from these values come qualities like transparency, servant leadership, and a mindset of abundance.
Justice
Justice can sound rigid or intense, but it’s so much more than that. True justice is rooted in love. It’s about having the courage to do what’s right, even when it’s hard or uncomfortable. It’s standing up for what’s true and choosing to speak honestly, even when it would be easier to stay silent. Justice means we won’t look the other way when something feels off. We won’t shy away from conflict or avoid tough conversations just because they’re awkward. If we see something that’s not right, we’ll lean into it—because doing what’s right matters. Justice isn’t about being harsh; it’s about having the strength to protect what’s good, and the humility to confront what’s broken so that it can be made whole.
Mercy
Mercy is what shapes the way we treat people. It’s about seeing the person behind the numbers and valuing them for who they are, not just what they bring to the table. We aspire to be the kind of people who pause and really listen, not don’t rush through conversations or brush past someone’s pain. Mercy says, “I see you, and I care.” It’s about choosing grace over judgment, patience over impatience, and kindness over efficiency. There are plenty of places where you can get advice, but I want us to be a place where people feel safe, known, and genuinely cared for. Because at the end of the day, it’s not about just fixing problems; it’s about loving people right where they are.
Humility
Humility is the anchor that keeps us grounded. Humility isn’t thinking less of ourselves—it’s thinking of ourselves less. It’s recognizing that we’re not the center of the story. Our job is to serve, not to impress. Humility says, “I’m here to learn, not to prove myself.” We aspire to be the kind of team that’s always willing to say, “I don’t have all the answers, but I’m willing to find out,” or, “I messed up, and I’m sorry.” True humility allows us to let go of our need to be right and embrace our calling to put others first. When we approach every interaction with humility, we create space for genuine connection and mutual respect.
Grace & Courage
Living out these values takes more than just good intentions. It takes grace and courage. Grace is what makes room for mistakes, for messiness, for growth. It’s what allows us to forgive ourselves and each other when we fall short. Grace is what keeps us soft-hearted and willing to keep going when it’s hard. I want us to be a team that leads with grace in everything we do—choosing to believe the best, extending patience, and showing understanding, even when it’s undeserved.
Courage is what allows us to stand firm. It’s the backbone that pushes us to act justly, to show mercy, and to stay humble, even when the easier path is calling. Courage is what enables us to lean into conflict when we’d rather walk away, to speak truth when it’s risky, and to step up when everyone else is stepping back. Without courage, we can’t live out justice. Without grace, we can’t truly show mercy. We need both, because grace without courage leads to complacency, and courage without grace becomes harshness.
But when grace and courage are woven into how we live out Justice, Mercy, and Humility, these values turn into more than just ideals. They become who we are and what we stand for. And that’s what we strive for at Ark—to be a place where people experience something real, something meaningful, something that reflects a deeper purpose. Because at the end of the day, this isn’t just about running a successful business. It’s about creating something that genuinely matters, something that leaves a mark on the lives we touch. That’s what we’re building here together.
Trustworthiness and Transparency
When justice and mercy meet, they create an environment of trustworthiness. We’re not just committed to doing what’s right; we’re committed to doing it in a way that shows compassion and respect. You’ll feel it when we choose to have the hard conversations, but do it with kindness. It’s when we tell the truth even when it’s uncomfortable, but we do it with a heart that cares more about the person than the outcome. This is what makes us trustworthy—not just because we’re honest, but because we’re honest with empathy and care.
Abundance Mentality and Servant Leadership
When mercy and humility intersect, they create an abundance mentality. It’s this beautiful belief that there’s always more—more ways to serve, more value to add, more kindness to give. It’s the opposite of scarcity. Instead of guarding what’s ours, we look for ways to give more. I want us to be known for going above and beyond, not because we have to, but because it’s who we are. An abundance mentality isn’t focused on the bottom line; it’s focused on making a difference. It’s about finding joy in serving others and seeing every opportunity as a chance to bless the people around us.
Meekness and Reserved Strength
When justice and humility come together, they create meekness. While meekness sounds like weakness, it’s quite the opposite. Meekness is power under control: it’s being strong enough to stand up for what’s right, but gentle enough to do it with grace; it’s choosing to speak up, but doing it in a way that honors others. Meekness is courage wrapped in gentleness. It’s not about being passive or timid; it’s about using strength to protect, not to dominate. That’s the kind of strength we desire to embody—the kind that makes others feel safe and supported, never intimidated or overpowered.