Odessa, FL Office

Christian Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory (including ERISA 3(21) and 3(38) options), and investment consulting to individuals (including high-net-worth), trusts, estates, charitable organizations and corporate clients. The firm manages approximately $218.7 million in client assets and serves clients through a team-based model of five advisors.

The firm follows a primarily long-term, fundamentals-driven investment process supplemented by technical analysis and rebalancing as market conditions require, constructing portfolios from equities, mutual funds, and ETFs and occasionally using third‑party managers. It also implements a Biblically Responsible Investing overlay—screening potential holdings with third‑party tools such as InspireInsight and eVALUEator—and offers a tiered service model that combines ongoing management with scheduled financial planning reviews.

Distinctive features include the firm’s use of client testimonials and promotion of third‑party ratings in its advertising, practices that are uncommon among comparable team firms. In addition to retail wealth management, CFA’s explicit integration of faith-based screening in portfolio construction and its mix of retirement-plan fiduciary services and brokerage-client consulting broaden its service footprint relative to many peers.