Why Choose LORAN GRAHAM Co.?
Finances can be complex. As your trusted advisor, we develop plans that enable you to pursue financial freedom, generosity, and make a positive impact through faith-based investing.
We specialize in faith-based investing (also known as Biblically Responsible Investing) to empower our clients to be part of something larger than themselves. Become a part of a growing movement of investors who want to align their investments with faith values.
We created the Client Bill of Rights to demonstrate our commitment to serving you with excellence, and to help alleviate the common fears of working with a financial advisor. Our clients always come firs
The first step is to schedule an initial consultation. If we agree it is a good fit, we will build a plan and investment strategy that addresses your individual needs, objectives and goals. Regular meetings will help us track progress and celebrate milestones on your financial journey — so we may be there for you through every season of life.
Align your investment choices with your faith values.
CERTIFIED FINANCIAL PLANNER™
CFP® professionals complete extensive training and experience requirements. They are held to rigorous ethical standards and understand the complexities of the changing financial climate to provide recommendations in your best interest.
CERTIFIED PUBLIC ACCOUNTANT
Having licensed CPAs on your LORAN GRAHAM Co. team is like having access to your personal Chief Financial Officer. While we do not prepare tax returns, we are a trusted advisor who can speak the language of accounting and work with your tax preparer striving to optimize your tax strategy.
The CKA® credential is granted to individuals who demonstrate they can apply biblical wisdom in counsel, are technically competent, and ethical in accordance with Kingdom Advisor’s code of ethics. Learn more about CKA