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Timothy Financial Counsel
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice.
Timothy Financial Counsel
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Wheaton
Corporate office
Wheaton, IL, United States
Principals
Art Ally
Founder & President
Sector focus
Frequently asked questions
How does Timothy Financial Counsel screen investments?
The firm uses a proprietary set of moral screens that prohibit investment in any company involved in abortion, pornography, entertainment producing offensive content, or advocacy for policies the firm considers anti-family. These screens are applied across public equities, fixed income, and real estate holdings and are overseen by an independent committee of evangelical Christian leaders who regularly audit compliance.
Does Timothy Financial Counsel manage direct real estate investments?
Yes, the firm offers faith-screened real estate exposure through private placement notes and direct debt instruments secured by commercial property. These notes are available to accredited investors and represent a meaningful allocation alongside the public-markets strategies, offering yields structured to reflect the illiquidity premium without compromising the moral screens.
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