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.
We want to improve your quality of life.
That’s why we strive to…
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
We view our work for you as personal and important.
What is Biblically Responsible Investing? (Video)
WATCH
A Common Problem
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.
What your advisor can offer you is affected by the values, priorities, and worldview they bring into their advice (and what their company allows).
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.
