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ABOUT US

At Dominion Financial Planning, we believe wealth is not an end in itself, but a tool entrusted by God to be stewarded faithfully across generations. Our role is to help you build, protect, and deploy that wealth with conviction, clarity, and a long-term view.

We serve clients who think in decades, not months—and who care deeply about the impact their decisions will have on children, grandchildren, and the broader kingdom.

Who We Serve

We primarily work with:
 

  • Families and business owners who want an integrated plan for investing, cash flow, taxes, and legacy.

  • Multi-generational stewards who care about setting their children and grandchildren up with wisdom, not entitlement.

  • Confessionally Reformed Christians who want advisors who share their theological and ethical framework.


If you’re simply looking for the “hot idea of the month,” we’re probably not the right fit. If you want a long-term partner in stewardship, we may be.

What Guides Us

Our work is shaped by several core convictions:
 

  • Stewardship over speculation

    • We favor disciplined investment strategies that match your calling, time horizon, and capacity for risk, rather than chasing headlines or fads.

  • Multi-generational perspective

    • We help you plan not just for your own retirement, but for succession, inheritance, charitable giving, and family discipleship around money.

  • Aligned values

    • Our counsel is informed by historic, Reformed theology. We take seriously the duty to act with integrity, prudence, and transparency before God and before you.

  • Fiduciary standard

    • We are committed to putting your interests first, with clear communication and straightforward explanations.


How We Work With You

Our process is relational and methodical:
 

  • Clarify – We listen. We seek to understand your family, your calling, your current situation, and your priorities.

  • Design – We build a coordinated investment and planning framework to support those priorities over time.

  • Implement – We help you put the plan in place across accounts, entities, and generations.

  • Monitor & Adjust – As markets, laws, and life circumstances change, we refine the plan and keep you informed.


You will always know what you own, why you own it, and how it serves your broader plan.

Why Clients Stay

Clients stay with Dominion Financial Planning because they know:
 

  • Their finances are being handled with competence and conviction.

  • Their questions are met with patience and clear, honest answers.

  • Their advisors share their desire to honor Christ in how wealth is built, managed, and passed on.

 

At Dominion, our goal is simple: to help you practice faithful dominion over your finances—for the good of your family, your church, and the generations to come.

Investment advisory services are offered through RightOak Asset Management, a registered investment advisor. RightOak Asset Management (“ROAM”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which RightOak Asset Management has clients. ROAM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. ROAM’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment related information, publications, ad links. Accordingly, the publication of ROAM’s website on the internet should not be construed by any consumer and/or perspective client as ROAM’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any direct communication by ROAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ROAM, please contact the SEC or state securities regulators for those states in which ROAM maintains a filing. Dominion Financial Planning and ROAM are separate legal entities.

A copy of ROAM’s current written disclosure statement discussing ROAM’s business operations, service, and fees is available from ROAM upon request. ROAM does not make any representations or warranties as to the accuracy, timeliness suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ROAM’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by ROAM) made reference to directly or indirectly by ROAM in its website or through a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance levels. Different types of investments involve varying degrees of risks and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

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jjohnson@dominion.financial

9088 Kendall Rd.
Sumas, WA 98295

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