Certified Kingdom Advisors®
The value of dedicated biblical financial training.
Our counsel is deeply rooted in our faith and worldview. Our biblical principles provide a foundation that is timeless, transcendent, and effective. We believe we have an obligation to our clients to continuously seek knowledge and support through credible organizations to further our capacity to serve you in ways that align with our values.
As Certified Kingdom Advisors®, we receive professional development and training in the application of biblical principles, as well as community advocacy through a network of Christian financial professionals.
To obtain this designation, our Christian financial advisors complete advanced courses and case studies, are required to submit a letter of recommendation from a pastor and share endorsements from existing clients.
A Certified Kingdom Advisor® demonstrates:
- The ability to apply biblical wisdom in financial counsel
- Technical competence through other professional designation(s)
- Ethical practice through active local church involvement
- Biblical stewardship by pledging they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income
Biblical Principles
- Spend less than you make
- Be prudent with debt
- Build liquidity
- Set long-term goals
- Act like a manager, not an owner
- Give generously
Our membership is another way we strive to provide consistent and wise financial guidance to the families we serve.
Additional Faith-Based Finance Insights
Tuition Paid & Lessons Learned
Millennials are now the largest generation in the US and the most represented age group in the workforce. I’m one of them. We are starting to save and invest in stocks, real estate and other markets, which is great news. Everyone benefits from a new generation of buyers as the baby boomers retire and become…
Why I Hired a Financial Advisor, by a Financial Advisor
Friends and prospective clients often ask me why they should hire a financial advisor. It’s a logical question. Why should they? I thought it might be helpful to share why I hired an advisor before switching careers and becoming an advisor myself. I was once a pharmacist, having spent a 30-year career with Walgreens. I…
Age & Stage
When we work with your family, you will probably hear us use the term “Age and Stage” to describe part of the process we use to build and implement your financial plan. While folks may be at different stages at the same age or the same stage at different ages, it is important for your…
Too Much of a Good Thing: Owning Your Employer’s Stock
While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock, and I learned a few things along the way: Pros 1….
Four Advisors
The title “financial advisor” is under scrutiny. It’s a confusing blanket term that does little to explain the intricacies of the industry, and regulators are trying to help consumers differentiate between the various business models and standards in financial services. Here are a few titles and a brief explanation of what they do, to help…