LocateFaith

Christian-owned · Verified

Investment Advisory Services

Businesses
12
States
8

You're sitting across from someone who's supposed to help you grow what you've spent years building, and the question is whether money is the only thing they care about. Fair thing to want answered before you hand over the keys.

Every investment advisor listed here signed our statement of faith to be on this page, confessing Jesus as Lord. That's the actual gate. Not a credential we issued, not a quiz we administered, not a score on some rubric we invented. A genuine confession that tells you something real about who they are before the first meeting even gets scheduled.

We reach out to welcome most new advisors when they join, and we pray for them right there on the call. A hello, not a compliance audit. We've found that most of them appreciate it, which, honestly, tells you something too.

What we can't tell you is whether their strategy will suit your situation, whether they explain fees without you having to ask twice, or whether they'll pick up when the market is doing something that makes your stomach drop. The reviews handle that. People who actually hired them, sat through the hard conversations, watched their portfolio move in directions they didn't expect, and came out the other side with an opinion worth sharing. Those are the voices to read before you commit. This page is where the search starts. The reviews, a first conversation, and your own read on the room do the rest.

States with listings

Listings (12)

Frequently asked questions

What does it mean for an advisor to be listed here?

It means the owner signed our statement of faith, confessing Jesus as Lord. That's the requirement to be listed. We don't evaluate investment strategies, credentials, or client outcomes. The reviews and your own conversations do that work.

Do you verify the advisors' qualifications or licenses?

We don't. Licensing and regulatory standing are public record through FINRA and the SEC, and we'd encourage you to check those directly. Our role is connecting you with advisors who share your faith, not auditing their compliance history.

How do I know if an advisor is a good fit for my financial situation?

Read the reviews from people who actually hired them. Then have a first conversation. Ask about fees, how they handle down markets, and how often they communicate. A good fit shows up in those details, not in a directory listing.

Can any Christian advisor get listed here?

The owner needs to sign our statement of faith to join. Beyond that, the directory is open to advisors who want to be found by clients who share their values. We don't screen for specialty, firm size, or asset minimums.

Why should faith matter when choosing a financial advisor?

It doesn't have to, and we won't tell you it should. But if shared values affect how you want to be treated, what gets prioritized in hard conversations, and who you trust with long-term decisions, knowing where someone stands matters.

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