1 advisor in Florida whose Advicer.bio page says they work with Christians and Christian families. See all 9 across the US.
Some Christians want an advisor who shares their faith and plans with it in mind: giving and tithing as part of the budget, generosity in the estate plan, and investments screened to fit their values. Many of these advisors are Certified Kingdom Advisors, trained in biblical financial principles alongside their professional credentials.
Updated from SEC filings
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The moments that most often bring Christians and Christian families to a financial advisor, and what's at stake in each.
A designation from Kingdom Advisors for financial professionals who complete training in biblical financial principles. Candidates also need years of experience, an existing professional credential such as a CFP® or CPA, and references, including one from a pastor.
Investing that avoids companies whose products or practices conflict with biblical values, and often favors companies that do good. Several fund families specialize in it, and an advisor can also screen a portfolio of individual holdings.
No. They work with clients of any background, though their approach is built for people who want their faith to guide their money.
Look them up on the SEC's Investment Adviser Public Disclosure site (IAPD), linked from each advisor here, or on FINRA BrokerCheck. Both show where they've worked, their registrations and exams, and any customer complaints or disciplinary actions.
A fee-only advisor is paid only by their clients, through a percentage of the assets they manage, a flat or subscription fee, or an hourly rate. They don't earn commissions on products they sell. "Fee-based" is different: it usually means fees plus commissions.
Someone certified by the CFP Board after finishing college-level coursework in financial planning, passing the CFP® exam, gaining years of relevant experience, and agreeing to its ethics standards, including acting as a fiduciary when giving financial advice.
An advisor who's legally required to put your interests first. Registered investment advisers owe their clients a fiduciary duty under federal law. Brokers follow a separate "best interest" rule when recommending investments. Ask whether an advisor is a fiduciary for all your accounts, all the time, and get the answer in writing.
Usually one of four ways: a percentage of the assets they manage each year, a flat or subscription fee, an hourly rate, or commissions on the products they sell. Some combine them. Each one changes what you pay and can change what they recommend.
The form every registered investment advisory firm files with the SEC or its state. Part 2, the brochure, explains in plain language the firm's services, fees, conflicts of interest and disciplinary history. You can read it on the SEC's IAPD site.
Check their record, read their firm's brochure, and ask how they're paid. Then ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free, and it's fine to talk to more than one advisor.
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