The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation The Investment and Philanthropy Corporation

Let's make an excellent plan together!

About Us

Since 2002, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.

Our Long-term Approach

We start by listening to your hopes and aspirations—your goals and objectives. We mix what we discover with an up-to-date perspective on the economy and financial markets to design and propose a strategy for reaching those goals. We implement the strategy and stay in close communication to monitor progress and adjust as needed.

Why Us?

We understand the impact that inflation has on your net worth and the need to stay ahead of it. Knowing you may need to take distributions from your portfolio, we work diligently to be prepared. We hope we can establish a durable, comforting relationship of trust and put decades of experience to work on your behalf.

About Us

Our Long-term Approach

Why Us?

Joe Caldwell, CFA, D.Min.

Chartered Financial Analyst, Doctor of Ministry

Contact Us

Let's start a conversation today!

The Investment and Philanthropy Corporation

Hours

About Us

Our Long-term Approach

Why Us?

Joe Caldwell, CFA, D.Min.

Chartered Financial Analyst, Doctor of Ministry

Subscribe to The Fed Journal

Contact Us

Let's start a conversation today!

The Investment and Philanthropy Corporation

Hours