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What is a Christian Financial Advisor?

A Christian financial advisor incorporates biblical principles as a foundation for your financial planning and investment management process.
We don’t just offer the technical abilities needed for investing, retirement planning, estate planning, tax planning, and more. We also understand your biblical beliefs and values, and how these impact financial decisions.

What is a Christian Financial Advisor?

A Christian financial advisor incorporates biblical principles as a foundation for your financial planning and investment management process.
We don’t just offer the technical abilities needed for investing, retirement planning, estate planning, tax planning, and more. We also understand your biblical beliefs and values, and how these impact financial decisions.
That’s why we
strive to ➤
Love our clients (We want you to feel like you’re working with family or your closest friends)
Help you identify your goals and dreams for your future, develop a streamlined plan to achieve them, and enjoy these blessings in your life
Organize your finances from many isolated parts into one integrated whole
Help you leave a lasting legacy
Empower generous living 
Encourage an eternal perspective (this affects everything)
Pray with you and for you
Serve as a fiduciary (your interests come before ours)
Manage an investment portfolio for you that has strong investment merit and aligns with biblical values
Apply biblical principles for money
Increase clarity, confidence, and peace of mind
Deliver for small businesses a retirement plan (401k, SEP IRA, etc.), designed to help you attract and retain quality team members, save for the future, minimize taxes, reduce your liability, and align your investments with your values

What is Biblically Responsible Investing? (Video)

WATCH

A Common Problem

What your financial advisor can offer you is affected by the values, priorities, and worldview they bring into their advice (and what their company allows).

Does your financial advisor understand your biblical beliefs and values, and do they integrate these into their advice to you?

This question usually doesn’t apply to many other types of services. But your personal financial decisions ideally reflect God’s teaching and unique calling on your life.

 

Our Solution

This is why we launched Values First Advisors in 2009, to meet this need. And today, our team of professionals serves over 900 clients in over 30 states.

We use our wealth of knowledge and experience to provide substantial benefits to individuals, families, business owners, and churches.

Meet Our Team

Meet Our Team

We strive to love God and people through biblically-based financial planning and investment management.

Our Services

Biblically Responsible Investing

Retirement
Planning

Investment
Management

Financial
Planning

Our 3 Step Plan

Click or call to schedule an appointment.

You talk. We listen. Tell us about your financial questions, goals, desires, and concerns.

We develop a personalized, biblically-based finanical plan and investment portfolio designed to propel you where you want to go.