Top advisors focused on christian faith based in the US
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 a clear understanding of how faith principles integrate with financial planning, you risk strategies that conflict with your core convictions.
- Faith integration approach. Ask how they incorporate Christian teachings into investment choices and financial goals.
- Ethical investment options. Confirm whether they offer portfolios that avoid industries or practices contrary to your beliefs.
- Charitable giving guidance. Explore how they help structure donations or legacy plans consistent with your faith.
- Community involvement. Inquire about their experience working with clients who prioritize faith-driven financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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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. With 6 years of experience, she offers flat-fee modular financial planning and serves Gen X clients, including government employees, from her Fort Worth, TX location. Her CFP® certification and independent firm status provide transparent, accessible guidance distinct from other advisors in this space.
Experience: 6 years
Avg account: $517,763
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Robert S
Series 66
Cordele, GA
LVZ, Inc.
Robert Stewart Jr. specializes in Christian faith-based financial advising, integrating ethical investment options and charitable giving guidance aligned with spiritual values. With 21 years of experience and a Series 66 designation, he offers flat-fee financial planning and consulting through LVZ, Inc., which uses a blended investment approach and serves a diverse client base including charitable organizations, setting him apart from advisors focused solely on individual clients.
Experience: 21 years
Avg account: $445,535
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Bruce T
CFP®, Series 66
Brea, CA
Ministry Partners Securities, LLC
Bruce Traub specializes in Christian faith-based financial advising, integrating biblical principles into investment and charitable giving strategies, which suits clients seeking alignment of finances with their spiritual values. With 26 years of experience, CFP® certification, and a flat-fee planning structure ranging from $400 to $1,600, he offers seasoned, independent guidance from Brea, CA, distinguishing him through his leadership in faith-focused financial education and diverse investment approaches.
Experience: 26 years
Avg account: $100,021
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Kevin Riggs A
Series 66
Hemet, CA
Behavior Shift
Kevin Riggs Apolinar specializes in Christian faith-based financial advising, integrating values-based investing with expertise in debt management, cash flow, and college savings. Operating from Hemet, CA, he offers flat-fee and hourly planning options through Behavior Shift, which combines Modern Portfolio Theory with behavioral finance and serves high-net-worth clients, including non-U.S. residents, distinguishing him with a unique blend of faith integration and behavioral insights.
Experience: 3 years
Avg account: $332,145
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William C
CFP®, Series 63, Series 65
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 CFP® certification and experience at Guidestone Advisors, a firm known for faith-aligned investment policies excluding certain industries, which may appeal to clients seeking ethical investment options alongside retirement planning.
Experience: 4 years
Avg account: $935,723
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