How to Find a Christian Financial Advisor: Faith-Based Counseling

Growing financial wealth is only one aspect of financial planning. If you are a Christian, you may want to work with a Christian counselor to ensure that your financial decisions are aligned with your faith.

Whether you’re concerned about charitable giving, the types of companies you invest in, or how to manage your money, working with a Christian financial advisor can be a wise decision to ensure your financial decisions have a positive lasting impact that matches your conviction.

If you are wondering how to find a Christian financial advisor, here are some strategies to help you in your search.

What do Christian financial advisors do?

Christian financial advisors integrate biblical principles and teachings into their financial counseling. They recognize the importance of stewardship and emphasize responsibility for managing their financial resources in a manner consistent with biblical teaching.

Clients can expect to have discussions that resonate with their spiritual beliefs and include ethical considerations and values ​​that reflect their faith.

Christian financial advisors have expertise in financial matters, but they also have a faith-based perspective that includes a holistic view of financial well-being. By considering the spiritual aspect of finances, Christian financial advisors provide a unique combination of financial expertise and faith-based guidance, setting them apart from conventional financial advisors.

Some Christian financial advisors are Certified Kingdom Advisors (CKA), which means that along with their financial knowledge, they have received special training on how to apply biblical principles. And the best Christian financial advisors are fiduciaries, ensuring that they put the client’s best interest first.

Like traditional advisors, a Christian financial advisor provides guidance, advice, and accountability to help clients achieve their financial goals.

Benefits of Hiring a Christian Financial Advisor

Finding the right financial advisor is an important task. You need to hire a counselor who listens and understands your situation to help you achieve your goals.

While any reputable financial advisor can help meet your financial needs, working with a Christian financial advisor has certain advantages.

  • Understand your beliefs and needs: As a Christian, you probably have convictions about financial issues such as debt, charitable giving, and stewardship. Having an advisor who understands your beliefs and incorporates biblical principles into your financial plan can help you tremendously.
  • Suggest suitable investments: Having an advisor who comes from a similar background with shared beliefs helps ensure that their investment recommendations align with your ethical and moral compass, giving you peace of mind knowing that your investments reflect your beliefs and contribute to your support.
  • Focusing on strategy versus results: Many financial advisors focus on the bottom line and allow you to choose specific investments that will achieve that goal. A Christian financial advisor, on the other hand, focuses on finding a strategy that aligns with your beliefs rather than just looking at the bottom line.

How to Choose a Christian Financial Advisor

Choosing a Christian financial advisor is a big task. You need to find an advisor who can handle your money with confidence, one who will meet you face to face and suggest investments that align with your beliefs.

Here are some key factors to consider.

Standard financial certification

When looking for a Christian financial advisor, it’s smart to look for qualifications and credentials that indicate their financial expertise and professionalism.

One of the key qualifications to consider is whether or not they hold recognized financial certifications. There are several types of financial advisors, including a Certified Financial Planner (CFP), authorized financial analyst (CFA), and a certified public accountant (CPA).

These certifications demonstrate a solid foundation of financial knowledge and a commitment to ethical standards in financial planning and advisory services.

Christian certifications

When looking for a Christian financial advisor, you may also want to find one who is CKA certified. This prestigious certification requires a lot of time and education, starting with an industry certification such as a CPA or CFP.

If counselors do not have a specific designation, they must have at least ten years of experience in a related field.

In addition, they must:

  • Take and complete the ČKA Education Program
  • Have at least one pastoral reference and two non-family references
  • Complete continuous training of at least ten hours per year

Communication style

No matter what type of financial advisor you want to hire, the key quality is communicating in a way you can understand.

For example, do you prefer a telephone, personal interview or e-mail? The right advisor will communicate in a way that works best for you and at a frequency that you prefer. Ask potential advisors how often they interact with their clients and what communication methods they use to find a good fit.

Values ​​and world view

A financial advisor will help you decide where to invest your money. If you are looking for a counselor with a biblical perspective, you should understand their values ​​and worldview.

Just because someone calls themselves a Christian financial advisor doesn’t mean they have the same beliefs as you.

Ask about topics that are important to you and ask how they incorporate biblical principles into their advice to see how your values ​​align.


It’s okay to ask an advisor what type of experience they have and what clients they typically work with.

If the counselor is new to the CKA certification, ask how many faith-based clients they have worked with in their career.

You can also ask specific questions about their track record, how many clients they’ve helped achieve their goals, and what types of investments they typically suggest.


Fees are decisive when choosing a financial advisor. The fees the advisor charges come directly from your management, making it more difficult to reach your financial goals.

No two advisors charge the same fees or have the same fee structure, so be sure to ask specific questions about flat fees, commissions, and any other fees the advisor may charge.

Socially responsible investing

Biblically Responsible Investing (BRI) is quite similar to Socially Responsible Investing (SRI) in that both investment strategies use your core values ​​and principles for choosing investments.

SRI focuses on sustainability, social justice and corporate governance. BRI occasionally prioritizes similar issues and emphasizes investments that are supported by biblical values.

If certain matters are important to you, it is important to find a Christian financial advisor who also adheres to SRI/BRI principles.

Where to find a Christian financial advisor

While you could do a Google search to find a Christian financial advisor near you, there are better ways to ensure you find a reputable advisor who follows your beliefs and principles.

  • Recommendation: Getting a referral from someone you know and trust who uses a Christian financial advisor is the easiest way to find the perfect match. If you’re comfortable with this, talk to a friend or family member about their investment policies and the results an advisor has helped them achieve to see if they’re right for you.
  • Christian Financial Advisors Network: Tea Christian Financial Advisors Network is a group of financial advisers who meet strict standards, have a good reputation, offer a comprehensive service and are currently accepting new clients.
  • Kingdom Advisors: If you want a CFA that is also a Certified Kingdom Advisorcheck Kingdom Advisors’ searchable database to find an advisor near you.

Bottom Line

Like traditional advisors, each Christian financial advisor has different strategies, fees, and beliefs.

Consider interviewing a handful of advisors to make sure you find one that aligns with your beliefs, has an affordable fee structure, and can help you reach your financial goals.

Be sure to ask get to the heart of the advisor’s background, communication style, investment strategy and mentality when it comes to faith-based financial planning.

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