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 help alleviate the common fears of working with a financial advisor. Click here for more info.
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 our 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 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
Discover why honoring God with your investments matters
Discover why honoring God in your investments matters
Loran Graham | Author
With grace and humility, Loran Graham takes us on a journey to demonstrate how biblically responsible investing fits into the bigger picture of biblical stewardship, and how our investment choices can be an act of worship.
“. . . a thoughtful, principle-driven book. I recommend it very highly.”
—Ron Blue, founding director of Kingdom Advisors and best-selling author of over twenty books including Master Your Money.
“. . . a clear, engaging, and persuasive case for Biblically Responsible Investing.”
—Randy Alcorn, author of Money, Possessions & Eternity and The Treasure Principle
“. . . I heartily recommend this book!”
—Howard Dayton, founder of Compass—Finances God’s Way™
“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.”– 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.