Fiduciary Based
When we advise you, your interests come first
As a firm with a fiduciary duty, we are obligated to act in your best interest at all times, not ours. We don't earn commissions. We don't sell proprietary products. When we recommend something, it is because it is right for you.
What is a fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes the other party the duties of good faith and trust. It is the highest legal duty one party can owe another, and being a fiduciary means being bound ethically to act in the other's best interests.
The word itself describes a relationship of trust, especially the one between a trustee and a beneficiary.
How we serve as a fiduciary
Christian Financial Advisors acts on behalf of our clients to manage their assets. We are bound ethically and legally to act in good faith and in your best interest, which includes responsibility for your financial well-being and for making wise financial decisions.
Instead of managing assets for the firm's financial gain, we manage your assets for your benefit. Our fee-only structure means we never earn commissions, so our interests stay aligned with yours.
Our approach
A journey, not a destination
Discover
We start by understanding your complete financial picture: your goals, values, fears, family dynamics, and timeline.
Design
We build a customized strategy that aligns your investments and financial plan with both your objectives and your faith.
Implement
We put your plan into action by opening accounts, positioning investments, and coordinating with your other professionals.
Steward
We monitor and adjust your plan year after year, meeting with you annually so you stay on track as life evolves.
Fiduciary in practice
Values, guidance and transparent fees
Values based
We incorporate biblical wisdom, stewardship and Christian values into every part of our financial planning, advisory and investment management.
What we believe →Financial guidance
We act as your guide in making wise financial decisions throughout life, working with you to understand your whole financial picture, your goals, and what matters most to you.
Our services →Transparent fees
Our fee-only structure means we never earn commissions. Our blended annual fee starts at 1% and decreases at the $1M, $2M and $5M thresholds.
Fees and service tiers →Talk with an advisor who is bound to act in your best interest
Schedule a complimentary consultation to share your goals and see if we are a good fit for each other, or call us at (830) 609-6986.