Our process starts with understanding what is most important to you, and helping you steward your investments from a faith-based perspective.
Finances can be complex. As your advisor, we develop plans that enable you to pursue financial freedom, live generously, and make a positive impact through faith-based investing.
"My wife met Loran at a Leadership conference and was impressed with his approachability. He has managed our pension finances for over 10 years. He has always kept us well informed about his processes and the risks and benefits of where we invest our money. Most importantly I trust him.” *
- Russ O.
- Don and Diane B.
"If I could sum up why I moved my investments and why I remain is “Trust”. If you are looking for an investment firm you can trust who cares about you and offers personalized service I recommend you meet Loran and his staff. You will be impressed.” *
- Tim G.
“I have been a client of Loran Graham for over 10 years. When people ask why I continue to stay with Loran Graham, I tell them it comes down to three simple reasons, trust, dependability, and their passion for their clients.” *
- Ted P.
Loran F. Graham, CFP ®, CPA, CKA®
CEO | President
Ashley M. Graham
Executive Assistant & Communications Director
Zachary Fairhart, CFA
Director of Research and Trading
We specialize in faith-based investing, providing an opportunity to align your investment choices to faith values in pursuit of individual needs and long-term goals.
We created the Client Bill of Rights to demonstrate our commitment to serving you with excellence, and to help alleviate fears of working with a financial advisor.
Think of us as your dedicated private pilot on your financial journey. First we create the flight plan — a comprehensive financial strategy based on your values — to navigate toward your goals.
For over 15 years, we have been providing comprehensive financial planning and investment management to help our clients align their financial strategies to their faith values.
You have worked hard, saved, and achieved a level of success. Faith and generosity are important values to you. You are in the prime of life, and may be starting to think about how to make the greatest impact through your church and community. You are seeking to make a difference while also planning a legacy for your children and grandchildren. Our wealth transfer process can help you pass wisdom along with wealth, and finish well.
As a first step, please complete our Consultation Questionnaire below, and we will be in touch within one business day.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) / Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FDI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
*This statement is a testimonial by a client of the financial professional as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.