We are not a secular platform with a Christian twist — we are unapologetically rooted in biblical truth.
You’ve built a successful business. You’ve served clients with integrity. But is your practice honoring God or just blending in?
The truth? Many advisors are stuck in environments that quietly expect them to compartmentalize their faith. That doesn't have to be the case.
Biblically Responsible Investing doesn’t have to be confusing or overwhelming. Our 5-step roadmap gives you a simple, proven process to transition your practice with confidence—no guesswork, no compromise.
1. Educate yourself on BRI
2. Find out what's inside your portfolio
3. Start building BRI portfolios
4. Reframe your role as an advisor
5. Join the movement
This isn’t just our story. It’s yours.
Like many advisors, you’ve achieved success—strong client relationships, solid financial results, and professional credibility. But deep down, you’ve sensed a pull toward something more. A calling to serve with both excellence and conviction.
Maybe you've wrestled with the tension between faith and the financial industry’s expectations. Maybe you've asked hard questions about alignment, purpose, and impact. That stirring you feel? It’s not random. It’s divine.
You’re not alone. Many of our advisors began where you are—questioning, searching, praying. Their stories are proof that God is writing something greater.
We get it. A transition brings about a lot of questions and our goal is to guide you through the process as seamless as possible, honoring God and your clients at the same time. We equip you to grow with excellence — and stay focused on your mission to independence.
Download our Platform Overview Guide
No pressure. No pitch. Just a conversation with people who understand what it means to lead with faith in finance. Schedule a call with our team today!
Schedule my callInformation on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
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