OUR GUIDING PRINCIPLES
Christian Financial Advisors® abides by five main principles, each of which allow us to run our business to its fullest capabilities, as well as serve our clients with the utmost care.
We are accountable to God and following Biblical guidelines 7 days a week, 24 hours a day. We are accountable to our clients to be upfront about fees, expenses and risk associated with investing, financial planning and wealth management.
We are accountable to our industry. All financial advisors of Christian Investment Advisors, Inc. DBA Christian Financial Advisors® are accountable to the Financial Industry Regulatory Authority (FINRA), the Texas State Securities Board, and the U.S. Securities and Exchange Commission (SEC).
We are responsible to our clients, to be there for them when they need us for any reason, and for providing world class service. We strive to be accessible and approachable. We are proactive in our communication to our clients with monthly newsletters, educational events, periodic phone calls to check in, and annual financial assessment reviews.
We are committed to excellence. This means always striving to be the best in everything we do. We strive to offer the best financial planning, investment management and wealth management services. We seek education for ourselves and offer education for our clients. We pursue the latest technology and systems, keeping up to date with the ever changing breakthroughs. We offer efficient customer service and proactive communication.
We believe in establishing roots in our community for the benefit of our clients so they will know who is serving them, and they can build a relationship of trust over many years. Those who work at Christian Financial Advisors® are active in their communities through their local churches and non-profit organizations.
The founder of Christian Financial Advisors® is Bob Barber, a 6th generation Texan and member of “The Sons of the Republic of Texas”, who has been in business since 1984.
We believe in absolute Biblical truth that never waivers. We believe in the 10 Commandments, that we should love God with all our heart, soul, and mind, and love our neighbor as ourself. We offer services with integrity, not because of outside influences that keep us accountable, but because of the personal beliefs we hold, and we are internally motivated to the strong moral principles to which we adhere. We wouldn’t be Christian Financial Advisors® with the first word of our name being “Christian” if we weren’t going to back up our name with our actions.
Do your investments reflect your values? Request your complimentary personal Moral Report to find out.
Schedule an initial appointment.
Learn more about Christian Financial Advisors® and how to get started.
VALUES BASED INVESTING
We integrate Biblical guidelines within our investment portfolios using screening processes to make sure your investments line up with your Christian values.
WHO WE ARE
We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.
HOW WE ARE PAID
Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.
1. Make An Appointment
We would love to get to know you and learn more about your financial goals.
2. Tell Us Your Financial Goals
Together, with a personal assessment, we can chart a roadmap of your financial vision for the future.
3. We’ll Make Your Plan A Reality
You are now ready to begin your personal journey towards pursuing your wealth management goals.