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Are you a Christian looking for a financial advisor who can help you achieve your financial goals with a faith-based approach?
If so, you may want to consider working with a Christian financial advisor who specializes in building financial plans that incorporate Christian values.
While you may meet a Christian financial advisor at your church who serves other members of your congregation, you have more options today than ever before to find a faith-based financial advisor who not only shares your beliefs, but also specializes in offering services unique to your individual circumstances.
And you may decide working with a Christian financial advisor online, often via Zoom meetings, can be a great alternative to meeting in-person if you’re looking for time back in your day.
Some Christian financial advisors have earned their Certified Kingdom Advisor (CKA) designation which involves training on how to apply biblical wisdom to the financial planning profession.
What is a Certified Kingdom Advisor (CKA)?
A Certified Kingdom Advisor (CKA) offers financial services with a Christian perspective to help clients plan their finances in accordance with Christian values. The CKA designation is issued by Kingdom Advisors, an organization that offers training and a community to financial professionals interested in integrating Christian faith and practice.
CKAs are specifically trained to apply biblical wisdom and abide by the Kingdom Advisors Code of Ethics. Clients who work with a CKA can gain a deep understanding of what God hopes they’ll accomplish and how they can go about fulfilling God’s wishes.
CKAs strongly believe the financial advice Christian clients receive needs to be consistent with God’s Word. Since they’re also believers in Jesus Christ and uphold Christ-like morals and ethics, clients count on them to hold high standards of character and integrity.
Regardless of the type of advice CKAs give to clients, they incorporate biblical principles. In addition, they are active in their church and well-respected by their pastor and other fellow Christians.
So is a Christian financial advisor right for you?
Let’s learn more by getting answers from Christian financial advisors featured on Wealthtender who offer their perspective on financial planning with Biblical principles.
⛪ Get to Know Christian Financial Advisors
This page is organized into sections to help you quickly find the information you need and get answers to your questions:
- Q&A with Christian Financial Advisors
- Get Answers to Your Questions About Faith-Based Financial Planning for Christians
- Browse Related Articles
– Q&A with Christian Financial Advisors –
We asked Christian financial advisors to answer questions and offer additional insights on the potential benefits of financial planning with through a faith-based lens. Expand to view their answers.
Deb Meyer, CFP®, CPA/PFS, CEPA
Areas of Focus
- Estate Planning
- Family and Money
- Financial Life Planning
- Investment Management
Q: As a Christian, what are the potential benefits of hiring a financial advisor who shares my faith and specializes in serving Christians?
Deb: Working with a Christian 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 Christians, we make different choices about money that oppose societal norms. It takes courage to go against the grain, and a Christian financial advisor is there to not only support but also guide you.
Q: What are the potential benefits of hiring a Certified Kingdom Advisor®?
Jeremy: If you’re someone who is a Christian and want to align your faith with your finances, there’s an advisor just for you: the Certified Kingdom Advisor®.
This designation takes a lot of study because you’re not just learning the investments, but you’re also learning how it applies to what the Bible says about money.
If you are someone who is concerned about living out your Christian faith through your money decisions, it’s helpful to work with an advisor who has a similar worldview and has been trained in what the Bible says about money and how to apply that to todays finances.
You may have a different view on debt, investing, giving to charity, and how to leave an inheritance than the prevailing worldview. A Certified Kingdom Advisor® should support you in ways that you can use your finances and tax, investment and legal planning, to advance God’s Kingdom.”
🙋♀️ Have Questions About Hiring a Christian Financial Advisor?
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About the Author
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.
Disclaimer: The information in this article is not intended to encourage any lifestyle changes without careful consideration and consultation with a qualified professional. This article is for reference purposes only, is generic in nature, is not intended as individual advice and is not financial or legal advice.