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
Teaching Generosity to Kids
When people think about the legacy they hope to leave, they often think about passing down financial security, family traditions, or cherished memories. Yet one of the most meaningful legacies we hear our clients talk about is raising children and grandchildren who are generous with their time, talents, and treasure. We are told in Proverbs…
How Charitable Planning Can Create More Impact and More Clarity
Many families we work with are generous by nature. They give to their church, support ministries, respond to needs in their community, help friends raise support, and make year-end gifts to organizations they care about. That kind of generosity is good. But over time, some families begin asking a deeper question: Are we giving in…
Why High Earners Still Need a Financial Plan
IT’S NOT ABOUT EARNINGS You’re a type A personality. You worked hard in college and entered a lucrative career. You have a great work ethic and even greater earnings potential. So, there’s no need to make a financial plan, right? Not exactly. A bigger paycheck doesn’t guarantee success. No matter how many zeros are behind…
Mid-Year Tax Planning: Creating Opportunities Before Year-End
A few years ago, we worked with a client who was surprised to learn that a portion of his Social Security benefits became taxable at the state level. The issue wasn’t a major mistake or an unusual transaction. In fact, his income simply ended up slightly above New Mexico’s income threshold for exempting Social Security…
Why Bonds Deserve a Second Look
For years, bonds were the forgotten corner of investing. When interest rates sat near historic lows, many investors understandably focused their attention on stocks. Growth opportunities felt abundant, and bonds often seemed… boring. But in today’s environment of elevated inflation and higher interest rates, bonds are becoming attractive again, not because they’re exciting, but because…