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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

Clearing Up Tax Refund Confusion

As if tax refunds weren’t already a misunderstood area of personal finance, politicians and media outlets are adding unnecessary anger and confusion to them. Tax refunds are really quite simple. If you overpay funds to your state or the US Treasury, you are entitled to a refund upon filing your taxes. Refunds are not a…

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Miracle on the Hudson

January 15th marked the tenth anniversary of the successful ditching of US Air flight 1549 in the Hudson River. Coordinated teamwork allowed the flying skills of Captain Sully Sullenberger and First Officer Jeff Skiles to bring the virtually powerless plane to rest on the flowing waters, just outside Manhattan. Skillful crew coordination with the flight…

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Back to Basics

At JMA we teach Six Keys to Financial Success: Spend less than you make Be prudent about debt Build liquidity Set long‐term goals Act like a manager, not an owner Give Generously These timeless principles not only help you meet long‐term goals, but also prepare you for the hard times we all face at some…

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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…

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When Smaller Makes Sense

“Age & Stage” is a term you’ll hear our team members use from time to time to describe our reasoning for a particular financial recommendation. As I mentioned in previous post, different people can be at different life stages at the same age, or the same stage at different ages, and each impacts the structure…

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