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Christian Values, Fiduciary Driven
We believe Christians should invest with, not against, the values outlined in the Bible.
Biblically Responsible Investment Management, Biblical Financial Advice & Planning, Kingdom-Focused Retirement Planning
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What We Believe

Christian Financial Advisors® maintains a list of “What We Believe” to ensure that there’s never any ambiguity about our faith-based foundation. We aim to be transparent from the start, so no one ever wonders if our firm is Christian in name only.

Our Guiding Principles

Our Guiding Principles

Christian Financial Advisors® abides by five main principles which allow us to serve our clients with the utmost care along with seven investment management principles governing our investment procedures.

Our Investment Principles

Our Investment Principles

Christian Financial Advisors® utilizes 7 investment management principles which are based on wisdom, years of experience, and scriptural principles found in Ecclesiastes 3:1-8 and 11:2.

Biblically Responsible Investment Management, Biblical Financial Advice & Planning, Kingdom-Focused Retirement Planning


Overall Rating

as of 09/22/2023
Martha Ortega – 1597180960

I have been a client with this wonderful christian company for over 20 years. Whenever I have called to enquirer or ask questions the staff is always so friendly and eager to help me in anyway. Every year an annual review is scheduled to see where I am at financially and if any changes to my portfolio need to be made which would be in my best interest.
I highly recommend this company.

Martha Ortega
Ashley Burris – 1594161028

BOB IS AMAZING!! My parents are clients of Bob's and he took me on as a client as well and has been nothing but patient and informative. He spent more than our allotted time to walk through with me my portfolio and build a plan together for my future. I am very pleased and confident in Bob's knowledge and look forward to a bright future together. CIS is truly a blessing!

Ashley Burris
Veronica Cantu – 1524082047

My husband and I have been with CIS for a few years now as we were led to a Christ-centered financial investment group. Upon meeting the staff we immediately felt welcomed and comfortable that we were in the right hands. The team handles our investments with biblical responsibility and recently we transferred our home, auto, and life insurances to CIS with the help of Ronald First. Ron took the time to educate us in understanding the \"big picture\" of protecting our future and helped us find the coverage that met all our needs still at an affordable price. Ron has prayed with us and continues to pray for us and our family and has become a great friend to both my husband and I. God surely directed our steps here and we are so thankful.

Veronica Cantu
Matt Ridings – 1519609070

Bob Barber at CIS was really helpful to me when I came to a financial crossroads and needed advice relating to changing my investment portfolio. His years of experience were invaluable in coming up with a logical approach that fit my family's circumstances. He was extraordinarily generous with his time, and his warm personality made the visit comfortable and productive. It was a good experience all the way around.

Matt Ridings
Anna Ochoa – 1439084399

Bob Barber and the team at CIS give you personal attention and Christ-centered learning and advice. Not only do I appreciate their services, but it has been a blessing to attend workshops that they have offered as well as serve alongside them at community events like Habitat for Humanity. If you are looking for a team that will manage your finances well and offer training, connections, and a great community, look no further than CIS!

Anna Ochoa
Todd Sartor – 1438742052

I want to strongly praise the entire team at CIS! They have served my family in our investing needs for many years. It is a great comfort to have such a dedicated, godly team managing our retirement. You will receive personal attention in every way! Biblical stewardship of our finances has been much easier with this team on our side! Call them today!

Todd Sartor
Barbara Bronleewe – 1435631652

Stable track record in evaluating the markets and funds accurately. Flexible in constructing a portfolio that is in agreement with my interests. CIS keeps the biblical principals for stewardship and management as a foundation for their strategy.

Barbara Bronleewe
Lou Wood – 1435804452

The CIS staff are always friendly and listen to find out what our needs are before suggesting anything. They put God first and have a biblical perspective in everything they do. We can trust them because they are always thinking about our welfare and what will benefit us. They are involved in the community and assist in many outreach programs. We recommend CIS Wealth Management Group to anyone who wants a caring, devoted investment group to manage their money.

Lou Wood
Rodger Johnson – 1432434852

We cannot thank the CIS group enough. We moved our account them approximately ten years ago from one of the major national companies. When the market turn down, we did not lose any of our assets. Had we stayed the the national firm, we would have lost an estimated 30+%. Thank you Christian Investment Services.

Rodger Johnson
Ron First – 1431743652

I always thought I had my act together when I was an investment advisor for 20+ years; until a friend recommended me to CIS Wealth Management! Service, skill, relational, Christ-centered, values; They're the whole package! Needless to say, I do not manage my own portfolio any more, but CIS does!!!

Ron First
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Christian Investment Advisors, Inc, DBA Christian Financial Advisors®, is an SEC registered Investment Adviser. A current client gave this testimonial and was not compensated with cash, or non-cash compensation, for the testimonial. There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Christian Financial Advisors®, therefore has no incentive to recommend the adviser.

Faith Based. Fiduciary Driven.

Investment Management, Financial Planning & Advice, and Retirement Planning.

Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.

Faith Based. Fiduciary Driven.

Investment Management, Financial Planning & Advice, and Retirement Planning.

Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.

Faith Based. Fiduciary Driven.

Investment Management, Financial Planning & Advice, and Retirement Planning.

Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.

FINANCIAL ADVISORY SOLUTIONS

We act as your guide helping you make wise financial decisions throughout life. We offer multiple fee-based financial advisory solutions to fit your needs and specific situation.
*Minimum of $100K in Investable Assets

Learn more about our solutions >>

FAITH BASED

We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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Check out our recurring podcast with Bob Barber and Shawn Peters on what God’s word says about money.

Click Any Image Below To Watch One Of Our Video Episodes

Click On Any Of The Images Below To Listen To Our Top Podcast Episodes

107 – Christian Financial Principles Part 1
108 – Christian Financial Principles Part 2
93 – Dealing with Investment Uncertainty
75 – The Question of Ownership
73 – Finding God’s Purpose During Retirement
89 – Traits to Look for in a Financial Advisor

Download one of our free guides

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Schedule an Initial Appointment.

Learn more about Christian Financial Advisors® and how to get started.

Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

Biblically Responsible Investing

Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

Meet with Christian Financial Advisors

Book a Meeting

Learn why 100’s client households* trust us to manage their investments and how we may be able to help you achieve your financial goals. We are motivated to help people expand the Kingdom of God through their giving and investing. We help people make wise financial decisions using time-proven Biblical principles.

*As of 12/31/2022.

Meet with one of our advisors to learn more.

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Meet with Christian Financial Advisors

Book a Meeting

Learn why 100’s client households* trust us to manage their investments and how we may be able to help you achieve your financial goals. We are motivated to help people expand the Kingdom of God through their giving and investing. We help people make wise financial decisions using time-proven Biblical principles.

*As of 12/31/2022.

Meet with one of our advisors to learn more.