The decision here is whether you want your wealth managed by someone who shares your faith. That's the actual question. Not whether they're licensed, not whether they have a fiduciary duty (those are baseline table stakes you'd check with any advisor). The question is whether the person sitting across from you, or on the other end of the phone, holds the same confession you do about what money is for and who it ultimately belongs to.
Every wealth manager on this page signed our statement of faith to be listed here. Confessing Jesus as Lord. Not a cultural Christianity checkbox, not a vague nod toward values-based investing (an industry phrase that can mean almost anything). An actual affirmation. We also talked to each of them before they went live, a real conversation to confirm they're a legitimate operation and who they say they are. That's where our role ends. We don't sit in on your planning sessions, review their model portfolios, or form opinions on their investment strategies. Honestly, we couldn't. What we do is make the introduction.
The reviews below are where you learn whether their clients would send a sibling. A Christian advisor who talks about stewardship like they mean it, who isn't pushing products you don't need, who returns calls, who acknowledges that wealth has a purpose beyond accumulation: that reputation gets built one client relationship at a time, and it shows up in what real people write after the fact. There's solid coverage here. Browse the listings, read what actual clients say, and make the call yourself.
States with listings
Listings (14)
Frequently asked questions
How does LocateFaith verify that these wealth managers are Christian?
Every advisor listed signed our statement of faith, confessing Jesus as Lord, and went through a light legitimacy check, a real conversation before going live. We confirm faith and identity. We don't evaluate investment strategies or financial performance.
Should I still check a financial advisor's credentials independently?
Yes, always. LocateFaith confirms shared faith, not professional licensing or regulatory standing. You'll want to verify directly: check FINRA BrokerCheck or the SEC's adviser search for any advisor you're seriously considering.
Do the reviews on LocateFaith come from vetted clients?
We don't grade anyone's work. Real clients who hired these advisors leave the reviews, and that's intentional. Their experience is more useful than anything we could say about someone's financial acumen.
What does it mean that an advisor signed a statement of faith?
It means they affirmed our statement of faith, confessing Jesus as Lord, as a condition of being listed. It's a meaningful bar, not a formality. It doesn't tell you whether they're a great planner. That's what the reviews are for.