Confessing Jesus as Lord is the gate. Every wealth manager listed on this page signed our statement of faith to be here. Not a vague affirmation of values, not a generic nod to faith, but an actual confession. That's what Christian means in this context. The label belongs to them because they claimed it before God, not because we watched them manage a portfolio or graded their fiduciary instincts.
Florida has real coverage here. Across the state, from the Panhandle down through South Florida, there are advisors who share your faith and are actively listed. We reach out to welcome most new practices with a call and pray for the owner right there on the phone, a genuine hello, not a background check. The work they do with your money is between you and them.
Wealth management is personal in a way most services aren't. You're handing someone a picture of your whole financial life, the retirement accounts, the inheritance questions, the things you haven't told your kids yet. Finding a believer who operates from the same foundation matters to a lot of people, and honestly, we think that instinct is sound. What we can't tell you is whether a given advisor is brilliant or mediocre at the craft. The reviews below do that. People who actually hired them, sat across the table, and trusted them with real decisions, those voices are your signal. Use them. The list is here. The judgment is yours.
Listings (8)
Florida Shield Insurance & Advisory
Paladin Wealth Services
Blessed Wealth, LLC
East Coast Tax and Financial Planning
MRA Advisory Group
Proverbs & Purpose Financial
T Brown Wealth Services
Catalyst Wealth Group- Thrivent
Frequently asked questions
What does it mean for a wealth manager to be listed here?
It means the owner signed our statement of faith, confessing Jesus as Lord. That's the one requirement to be listed. We don't inspect their investment strategies or grade their performance. The confession is theirs; the work is yours to evaluate.
Does LocateFaith verify the quality of financial advice given?
No. We point you to advisors who identify as Christian business owners. The quality of their counsel is something you assess through reviews, conversations, and your own due diligence. The reviews below are a solid place to start.
How do I know which advisor is right for my situation?
Read the reviews from people who've actually worked with them. Then have a conversation. Wealth management is personal enough that a phone call or initial meeting will tell you more than any directory can.
Are there Christian wealth managers across all of Florida or just certain cities?
Coverage is solid across the state. You'll find advisors listed in multiple regions. Use the filters to narrow by location and find someone close to you.
Do the advisors listed here follow faith-based investing principles?
That varies by advisor. Being listed means they confessed faith in Jesus as Lord, not that they offer any specific investment philosophy. Ask each advisor directly about their approach to faith-based or values-aligned investing.