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 first.
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.
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.
CERTIFIED KINGDOM ADVISOR ®
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
Pick up a copy of my book
In this light and entertaining read, discover why faith-based investing matters.
“We are thankful that we found your firm to help us with our investment needs. We believe that this money is His, that everything we have has been a gift from Him. We want to be good stewards using our money, time and talents for the Kingdom.”– Richard & Corrine R.
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Securities available to residents of all 50 states. Insurance licensed in the following states: Washington and California (CA insurance Lic #0G37253). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.