A complete list of active advisors currently associated with Values First Advisors, Inc.

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

Values First Advisors, Inc. is an independent, SEC‑registered advisory firm that provides portfolio management and financial planning to individuals, trusts, estates, retirement plans and charitable organizations. The firm’s team of seven advisors manages roughly $215 million for about 967 clients and also offers donor‑advised fund management and retirement‑plan advisory and fiduciary services. The firm seeks to implement a Biblically Responsible Investing (BRI) overlay and generally pursues long‑term, fundamentally driven equity and fixed‑income strategies using individual securities, mutual funds and ETFs. Strategies are implemented either directly or through model portfolios and third‑party sub‑advisers, and delivered via custodial programs (GSCS and Schwab) on both discretionary and non‑discretionary bases, with financial planning supported by tools such as RightCapital. Values First discloses paid third‑party endorsements and advertising relationships — including participation in the SmartVestor referral program — and advertises third‑party ratings as part of its marketing and referral channels. The firm also emphasizes faith‑aligned sub‑adviser partnerships (for example, Eventide and American Values), internally managed model sleeves, and a team composition with multiple CFP and Certified Kingdom Advisor designees, which together underscore its specific focus on faith‑based screening and credentialed advice relative to many peers.

To learn more about the advisors currently working at Values First 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.

You can also browse Values First Advisors, Inc.'s office locations.