A complete list of active advisors currently associated with Faithful Financial LLC

Warmer can help you find a great advisor at Faithful Financial LLC or one who fits your needs even better.

The firm provides discretionary investment management and financial planning for individuals, high‑net‑worth individuals, trusts and estates, delivering those services primarily through a wealth management engagement that typically includes ongoing planning. It is a solo independent advisor with about $2.74 million in assets under management across a very small client base (13 clients), and it also offers standalone hourly financial planning in some cases. Portfolios are constructed with a long‑term orientation but the advisor may trade or reallocate positions for rebalancing, tax reasons, or changing market conditions; investments commonly include diversified, biblically responsible mutual funds and ETFs as well as individual stocks and bonds when appropriate. The firm combines fundamental, technical, cyclical and charting analysis in its investment process and may hold positions short‑term when warranted by strategy or client needs. Noteworthy differences from many peers include an explicit focus on biblically responsible investments as a core selection criterion and an expressed willingness to use fund share classes that avoid trading costs even when those classes carry higher internal expense ratios. The firm also maintains an institutional relationship with a major custodian that provides technology and support to the advisor, and it operates with a very small, closely managed client roster relative to typical independent advisory firms.

To learn more about the advisors currently working at Faithful Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.