Top advisors focused on religious/faith focused 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 religious or faith-focused advisor when your financial decisions need to align closely with your spiritual values and ethical beliefs. Without this focus, advisors might recommend strategies that conflict with your faith principles, causing discomfort or regret.
- Faith-aligned investment choices. Confirm how they integrate your religious values into portfolio selections, avoiding investments that contradict your beliefs.
- Ethical financial planning. Ask how they balance financial goals with moral considerations important to your faith community.
- Community understanding. Look for advisors familiar with the unique financial needs and charitable giving practices common in your religious tradition.
- Respect for faith-based priorities. Ensure they recognize and prioritize your spiritual commitments alongside financial objectives.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kurt S
Series 63, Series 65
Kokomo, IN
Creative Financial Designs, Inc.
Kurt Supe specializes in serving clients with religious and faith-based financial needs, integrating Biblical Responsible Investing into his model-driven approach to align portfolios with spiritual values. With 26 years of experience and an independent practice in Kokomo, IN, he offers flexible fee structures including hourly, retainer, and asset-based options, distinguishing him from others by combining ethical investment strategies with comprehensive tax planning and charitable organization services.
Experience: 26 years
Avg account: $275,989
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Owen F
Series 65
Macon, GA
Christy Capital Management, Inc.
Owen Freel specializes in serving clients with religious and faith-focused financial needs, integrating charitable giving and philanthropy into wealth management and retirement income strategies. Operating from Macon, GA, he offers flat-fee consulting through Christy Capital Management, which caters to high-net-worth individuals and trusts, providing comprehensive services including tax planning and estate conservation, distinguishing him with a broad advisory scope and independent fee structure.
Experience: 4 years
Avg account: $491,357
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Benjamin N
CFP®, Series 65
Johnson City, TN
Values First Advisors, Inc.
Benjamin Nunn specializes in serving clients with religious and faith-focused financial needs, integrating Biblically Responsible Investing overlays to align portfolios with spiritual values. With 11 years of experience and CFP® certification, he offers a range of fee options including hourly and retainer fees, and operates through an independent SEC-registered firm that also supports charitable organizations, distinguishing him from advisors with less tailored faith-based investment approaches.
Experience: 11 years
Avg account: $220,558
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Robert B
Series 63
New Braunfels, TX
Christian Financial Advisors
Robert Barber specializes in serving clients seeking financial guidance aligned with religious and faith-based values, integrating Biblically Responsible Investing into his long-term, customized portfolio management. With 32 years of experience at Christian Financial Advisors in New Braunfels, TX, he offers flexible fee options including AUM and hourly rates, and focuses on income planning and charitable giving, distinguishing him through his deep expertise in faith-aligned financial strategies and stewardship principles.
Experience: 32 years
Avg account: $456,626
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Andrew H
Series 66
Ruston, LA
Edward Jones
Andrew Halbrook specializes in religious and values-based investing, making him capable of aligning financial strategies with faith-focused priorities. Working at Edward Jones, a large full-service firm with a broad network, he offers ESG and sustainable investing options alongside retirement and college savings plans, providing a diverse approach compared to advisors with narrower specialties or smaller firm resources.
Experience: 1 year
Avg account: $246,728
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