Financial Planning

Looking for a Catholic Financial Advisor?

By  Brian Thorp

Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and firms not featured on Wealthtender. Learn how we operate with integrity to earn your trust.

Are you a Catholic interested in finding a financial advisor who shares your religious values? If so, you may want to consider working with a Catholic financial advisor who specializes in building financial plans with a faith-based approach.

While you may meet a financial advisor at your church who serves other members of your congregation, they may not specialize in applying a Catholic faith-based approach to investments and financial planning. Looking beyond your own church and community to find a Catholic financial advisor, you’ll be more likely to discover an advisor who not only shares your beliefs and values but also applies a faith-based approach tailored to your unique circumstances.

In fact, you may decide that working with a Catholic financial advisor online via Zoom meetings can be a great alternative to meeting in person, especially if you’re looking for more time to put back in your day.

Let’s learn more about the benefits of working with a Catholic financial advisor to help you find the best advisor for your individual needs and preferences.


⛪ Smart Money Insights for Catholics

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

  1. Q&A with Catholic Financial Advisors
  2. Get Answers to Your Questions Working with a Catholic Financial Advisor
  3. Browse Related Articles

– Catholic Financial Advisors –

Three Questions with Tyler Hackenberg

We asked Philadelphia-area financial advisor and devout Catholic Tyler Hackenberg to answer three questions to help people learn the benefits of hiring an advisor who shares their beliefs and Catholic values.

Q: For Catholics who are considering hiring a financial advisor, how do you convey the benefits of working with an advisor who specializes in serving Catholics?

Tyler: The benefits of working with a Catholic Financial advisor are plentiful. As a Catholic, I know how it can feel to be judged based on your morals and what you want to spend money on. My wife is a Catholic school graduate and I have seen the benefits of Catholic education.

Q: Can you describe how your Catholic faith influences your approach to investing and building portfolios for your clients?

Tyler: The Catholic faith impacted me in so many ways, One of the major ways that I have been influenced is through the thinking of the church, mainly the doctrine of the common good. I believe that every action I take affects the world around me.

I’m also not naive to think that you have to be willing to sacrifice financial return for the right to do good. I help my clients invest using the United States Conference of Catholic Bishops guidelines to guide my thinking on portfolio design. 

Get to Know Tyler:

View Tyler’s profile page on Wealthtender or visit his website to learn more.

Are you a Catholic financial advisor?

✅ Get added as a Catholic financial advisor in our next monthly update (Subject to availability and qualification criteria.)
Sign up today and join financial advisors attracting their ideal clients on Wealthtender
✅ Or request more information by email:

  • This field is for validation purposes and should be left unchanged.

Q: On your website, you say “it’s time to put out into the deep”, referencing a Biblical passage from Luke 5: 4-6. Can you elaborate on the significance of this Biblical passage as it pertains to your practice and your clients?

Tyler: The biblical reference is one that is deeply meaningful to me, I find that it is important to get uncomfortable for the greatest growth to happen. To address the elephant in the room, working with an advisor can be uncomfortable but that is how we grow. We can trust our own understanding and manage our finances but sometimes we need someone to push us to the uncomfortable places that help us grow. 


Two Questions with Deb Meyer

We asked Fort Myers, Florida-area financial advisor, and lifelong Catholic Deb Meyer to answer questions asked by fellow Catholics interested in learning how they can combine their faith and finances.

Q: As a devout Catholic, I’m interested in setting aside a portion of my estate as a gift to the church, but unsure the smartest approach. How can a Catholic financial advisor help me ensure more of my gift reaches the Church (versus taxes beyond an appropriate level)?

Deb: Great question!  Including your local parish in estate planning documents is a great way to leave a legacy that will benefit the Catholic Church for years to come.  

One practical way is to leave a specific charitable bequest within the estate documents (either a revocable trust or will) that your estate planning attorney prepares.  You can specify a dollar amount or percentage of overall assets.

Alternatively, if you don’t want to involve an attorney, update the beneficiary designation on your traditional IRA or Rollover IRA account to represent the desired percentage of the IRA balance that you wish to leave to the church.  Although this strategy is tax-efficient, one downside is the fluctuation of the IRA balance over time — especially if the IRA is your primary source of income during retirement alongside Social Security benefits.

In both instances, it is important to work with a financial planner who understands your family values and one who will point out the potential pitfalls before any beneficiaries or estate documents are changed.  The advisor can also explain ways to benefit the Catholic Church and other charitable organizations during your lifetime.

Q: As a Catholic, what are the potential benefits of hiring a financial advisor who shares my faith and specializes in serving Catholics?

Deb: Working with a Catholic financial advisor ensures that you share core values and beliefs. I cannot stress how important this is when it comes to your stewardship journey. Faith-agnostic advisors are more concerned with your financial net worth and propensity to save without taking generosity or your God-given talents into consideration.

As Catholics, we make different choices about money that oppose societal norms. It takes courage to go against the grain, and a Catholic financial advisor is there to not only support but also guide you.

🙋‍♀️ Have Questions About Working with a Catholic Financial Advisor?




Are you ready to enjoy life more with less money stress?

Sign up to receive weekly insights from Wealthtender with useful money tips and fresh ideas to help you achieve your financial goals.

  • This field is for validation purposes and should be left unchanged.

About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

Brian Thorp

Founder and CEO, Wealthtender

Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn

Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and firms not featured on Wealthtender. Learn how we operate with integrity to earn your trust.

Leave a Reply

Your email address will not be published.