A complete list of active advisors currently associated with National Christian Financial Advisors, Inc

Warmer can help you find a great advisor at National Christian Financial Advisors, Inc or one who fits your needs even better.

National Christian Financial Advisors, Inc. serves individuals as well as pension plans, corporations and other institutional clients, offering portfolio management, financial planning, qualified plan consulting, and online advisory services through an interactive website and the Betterment for Advisors platform. It also acts as a sub-adviser and provides selection and monitoring of third‑party advisers for other money managers and advisors. The firm says it follows an active, risk‑control oriented investment approach that emphasizes value, safety, and quality while tailoring asset allocations to each client’s objectives and time horizon. It offers faith‑based model portfolios that apply screening and engagement processes—including combined Judeo‑Christian, Catholic, and Shariah‑compliant (Islamic) guidelines—and uses third‑party screening tools and digital portfolio management to implement and monitor those strategies. Compared with peers, the firm is notable for providing portfolio management and formal sub‑advisory services to institutional and other adviser clients despite operating as a single‑advisor independent firm. It also combines a hybrid service model (personalized in‑person advisory work alongside automated Betterment-based services) and maintains additional business activities such as soliciting real estate lenders and offering investment banking solutions, which introduce separate revenue sources and potential conflicts disclosed in its brochure.

To learn more about the advisors currently working at National Christian Financial Advisors, Inc, 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.