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ABOUT US

WHO WE ARE

WHO WE ARE

We are a boutique wealth management firm with locations in Newport Beach, California and South Texas. We are a Founding Advisor Partner with Inspire Advisors, a growing leader in the Biblically Responsible Investing movement with over $2 billion assets under management.

We have over three decades experience managing investments for affluent, high net worth individuals,     families, foundations and charitable endowments.

Our principal is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Kingdom Advisor (CKA®) having received special training and committing to be a person of good moral character who advises clients on how to best steward the talents and treasure with which they have been blessed.

WHO WE SERVE

WHO WE SERVE

We serve all types of people, but our services are best suited for those who share our values and beliefs:

  • Are you a person of faith with traditional family values?
  • Would you like a secure financial future, while also honoring God?
  • Would you like to invest and support companies that follow timeless biblical principles?
  • Would you like to promote positive cultural change to make the world better?
  • Would you like to create immediate Kingdom impact and a lasting legacy?

If yes, we can help you become a better financial steward - for His glory and your joy!

WHAT WE DO

WHAT WE DO

We offer comprehensive wealth management from a faith-based perspective, including Biblical Investing complimented with integrated financial planning.

We take the time to get to know you and your family well, to understand your personal goals to tailor our investment and financial planning advice to meet your specific individual needs.

We build biblical portfolios by

  • ENDORSING good companies that are blessing their customers, employees, vendors, and communities.
  • EXCLUDING bad and ugly companies profiting from non-biblical activities.
  • ENGAGING with companies proactively to advocate for positive policy changes.
WHAT WE BELIEVE

WHAT WE BELIEVE

We believe good moral values and good investment returns are not mutually exclusive.

We believe you do not have to compromise on competence, service, or performance when choosing to invest in alignment with your faith.

We believe Christians should work with an advisor who shares your beliefs and worldview.

We believe you should work with a fiduciary who will always put you and your best interests first.

LEARN MORE

There is a movement underway in the world of finance where Christians are investing billions of dollars intentionally to support biblical values for the glory of God, and it is called faith-driven or Biblically Responsible Investing (BRI).

More and more Christians are waking up to the opportunity to align their investments with biblical values, as well as discovering the unsettling truth that they have been profiting from immoral businesses such as abortion, pornography, human trafficking and other unbiblical practices.

The growing demand for biblical investments is changing the landscape of Wall Street and gaining global recognition as a powerful force for positive change through the culture and the world. 

Following is a step-by-step guide to make biblical investing simple and easy to implement in your financial life.

DO YOU INVEST LIKE A CHRISTIAN?

WHAT IS BIBLICAL INVESTING?

HOW TO GET STARTED

The 15 Minute Guide to Biblical Investing

The 15 Minute Guide to Biblical Investing

Want to learn more about faith-driven investing without any cost or obligation?  Read our ebook to learn more about this exciting alternative to traditional investing and how you can build a more secure financial future while creating creating lasting Kingdom impact.

Step 1: DISCOVER
What You Own

The first step in the journey towards biblical investing is to discover the truth about what you already own in your investments.

What are the companies that you own in your investment accounts doing to produce a profit? Do they manufacture abortion drugs, stream pornography, or use slave labor in their supply chains? Are they donating to Planned Parenthood? Lobbying to advance a radical anti-family agenda?

Many investors are surprised to learn they are profiting from or supporting unbiblical activities in their investment portfolios. How do you find out the moral value of your portfolio?

We can help by analyzing your current investments and preparing a custom Kingdom Impact Report.

Step 2: EXPLORE
Investing Biblically

The next step is to explore how it would look to invest biblically.

If you are like most Christian investors, once you discover the moral issues in your current investments you will want to make a change as soon as possible. So, how do you invest in a biblically responsible investment portfolio?

Fortunately, the majority of companies pass even the most stringent biblical screens so that there is no shortage of quality companies to invest in. There are a large and growing number of faith-based mutual funds, including lower cost exchange traded funds (ETFs), and professionally managed investment vehicles.

We can show you how you are currently invested contrasted with how it would look to invest biblically.

Step 3: IMPACT
for God's Glory

The final step, after discovering what you own and exploring your biblically responsible investing options, it is time to pull the proverbial trigger and become a biblically responsible investor, joining the growing number of other Christian investors in the Biblically Responsible Investing movement!

Through Inspire's generous Give50 Campaign, over half of investment management fees each year are donated to fund impactful Christian ministry. Every dollar you invest with us helps in the mission to create meaningful change in the lives of people.

Get a FREE Portfolio Review and Kingdom Impact Report

Want to take the first step without any cost or obligation?  Request your complimentary Kingdom Impact Report by confidentially and securely uploading your current investment statements at the link here.

REQUEST YOUR FREE IMPACT REPORT

We're here to help you better align your faith and finances. To learn more or get started complete the form below to contact us today.

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