Top financial advisors working with Christian clients
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a Christian faith-based advisor when you want your financial decisions to align with your spiritual values and ethical beliefs. Without this alignment, financial advice can feel disconnected from what matters most to you.
- Faith integration approach. Look for advisors who clearly explain how they incorporate Christian principles into financial planning, not just general investment advice.
- Ethical investment options. Ask about how they select investments that avoid industries or practices conflicting with Christian teachings.
- Charitable giving guidance. Confirm they can help structure donations and philanthropy in ways that reflect your faith and maximize impact.
- Community understanding. Seek advisors familiar with the unique financial challenges and goals common among Christian clients.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Michelle V
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas specializes in Christian faith-based financial planning, integrating ethical investment options and charitable giving guidance aligned with spiritual values. Based in Fort Worth, TX, she offers flat-fee modular planning and serves Gen X clients, including government employees, with six years of experience as a CFP®-certified independent advisor, distinguishing her through transparent fees and a focus on accessible, values-driven financial guidance.
Experience: 6 years
Avg account: $517,763
-
Robert S
Series 66
Cordele, GA
LVZ, Inc.
Robert Stewart Jr. specializes in serving Christian faith-based clients, integrating ethical considerations into financial planning with 21 years of experience and a Series 66 credential. Operating from Cordele, GA, he offers flat-fee and hourly consulting options through LVZ, Inc., which uses a blended investment approach and serves a diverse client base including charitable organizations, setting him apart with both faith alignment and versatile financial services.
Experience: 22 years
Avg account: $445,535
-
Bruce T
CFP®, Series 66
Brea, CA
Ministry Partners Securities, LLC
Bruce Traub specializes in Christian faith-based financial advising, integrating biblical principles into planning and charitable giving, which suits clients seeking alignment of finances with their spiritual values. With 27 years of experience, CFP® certification, and a flat-fee structure ranging from $400 to $1,600, he offers seasoned, independent advice from Brea, CA, distinguishing him through his leadership in Kingdom Advisors and expertise in Social Security optimization and retirement planning.
Experience: 27 years
Avg account: $121,453
-
Kevin Riggs A
Series 66
Hemet, CA
Behavior Shift
Kevin Riggs Apolinar specializes in Christian faith-based financial advising, integrating values-based investing and ethical considerations into his planning. With three years of experience and a Series 66 designation, he offers flat-fee and hourly pricing, making his services accessible. His background includes military client focus and business sale tax planning, distinguishing him from others by combining behavioral finance with faith-aligned investment strategies in Hemet, CA.
Experience: 3 years
Avg account: $332,145
-
William C
CFP®, Series 65, Series 63
Dallas, TX
Guidestone Advisors
William Caldwell III specializes in Christian faith-based financial advising, integrating faith principles into retirement income strategies and charitable giving. Operating from Dallas, TX, he offers flat-fee, independent financial planning with a focus on ethical investment options aligned with Christian values. His experience at Guidestone Advisors, which serves high-net-worth clients and employs faith-based investment policies, distinguishes him from others by combining specialized expertise with a clear fee structure and a commitment to faith-aligned financial planning.
Experience: 4 years
Avg account: $935,723
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")