Top financial advisors working with faith-focused 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.
If your financial decisions are influenced by your religious or faith beliefs, you need an advisor who understands how to align your money management with those values. Without this alignment, you risk investments or strategies that conflict with your principles, causing stress or regret.
- Faith-aligned investment options. Confirm they offer portfolios that avoid industries or practices your faith opposes.
- Ethical giving strategies. Ask how they incorporate charitable donations or tithing into your financial plan.
- Cultural sensitivity. Look for advisors who respect and understand your specific religious traditions and financial customs.
- Long-term values integration. Ensure they consider how your faith shapes your goals beyond just numbers, including legacy and community impact.
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 whose financial decisions are influenced by religious or faith beliefs, offering Biblical Responsible Investing and a model-driven approach that respects ethical considerations. With 26 years of experience and an independent practice in Kokomo, IN, he provides flexible fee structures including hourly, retainer, and AUM options, distinguishing him from others by integrating tax planning expertise and serving a diverse client base including charitable organizations.
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-based financial needs, offering expertise in charitable giving, retirement income strategy, and wealth management. Operating independently with a flat-fee consulting model, he brings four years of experience and works through Christy Capital Management, which supports high-net-worth individuals and trusts with comprehensive services including estate conservation and private market investments, distinguishing him from advisors with more traditional fee structures or less specialized client focus.
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 whose financial decisions are influenced by religious or faith beliefs, integrating Biblically Responsible Investing overlays with fundamental analysis to align portfolios with these values. As a CFP®-certified, independent advisor with 11 years of experience and a founder/business owner background, he offers a range of fee options including hourly and retainer fees, distinguishing him from others by combining faith-aligned investment strategies with charitable giving expertise.
Experience: 12 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 whose financial decisions are influenced by their religious beliefs, offering expertise in income planning and charitable giving aligned with faith values. Based in New Braunfels, TX, he brings 32 years of experience and works with Christian Financial Advisors, a firm managing $187.7 million with a Biblically Responsible Investing approach, providing flexible fee options including AUM and hourly rates.
Experience: 33 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-based principles. Working at Edward Jones, a large full-service firm with over 23,700 advisors, he offers ESG and sustainable investing options alongside retirement and college savings plans, supported by a 1.35% annual program fee and a background in government and oil & gas sectors.
Experience: 1 year
Avg account: $246,728
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