We work with all types of clients, and having a variety of clients is always one of our favorites parts of the job. Several of our clients are faith-based, and they put that first in all that they do. It’s a wonderful aspect when it comes to serving their clients and leading by strong example.
Examples of Faith-Based Financial Advisor Websites
Check out these four great examples of financial advisors who have strong faith, and it shows in the client work that they do.
#1: Quo Vadis Financial
Based in Pearl City, HI, Quo Vadis Financial is the perfect example of an advisory firm that runs by faith. Their motto on the homepage, “Do More Than Well. Do Good” really resonates with how they want to be portrayed, as they want to do a good job and serve their clients, but also be good people and do things for others.
Owner Andy Pike CLU®, CKA®, founder and CEO discusses how he wanted to start a firm based on his value of faith and honesty, and he was able to comprise a team that felt the same way about how they work and live life. On the “Our Team” section, their cartoon drawing that is seen throughout the website has a megaphone along with the quote, “Reflecting Our Faith In God. By providing our clients with honest, sound financial advice.”
In the “Our Values” section of the, it discusses how the firm was founded on biblical principals and how Andy Pike is guided by his faith in God and bases all he does and says to clients on a verse found in the book of Philippians:
Do nothing out of selfish ambition or vain conceit, but in humility consider others better than yourselves. Look not only to your own interests but also to the interests of others.
— PHILIPPIANS 2:34
Based on that verse, Quo Vadis provides services to clients that are:
- People-Centered
- Independent
- Holistic
- Accountable
- Values-Based
When a visitor lands on this website, they are guaranteed to feel at ease and know that they are working with good people who want to lead them in the right direction and help them make the best financial decisions that will better their life.
#2: Third act retirement planning
Based out of Roswell, GA, Third Act Retirement Planning, they base their work on three areas that they believe will make their clients’ retirement and lives ahead the best that they can be. The three aspects that they really focus on are:
- Their clients’ finances
- Their clients’ health
- Their clients’ relationship with the Lord
When honing in on these areas, the team at Third Act Retirement feels that this will be the most amazing time of their clients’ lives, and that is what they work towards every day.
They focus on wealth and investment management and offer fee-only financial advice for retirees and those that are close to retirement. In their financial planning process, they offer their clients an easy-to-read infographic that will spell out exactly what you can expect when working with the team at Third Act.
In the above image, these six simple steps are spelled out, and as you can see, they continue to monitor and work with their clients, which is great for letting clients know exactly what it will be like to work with this firm, thus helping them feel more secure about their financial future.
#3: The rock financial group, LLC
The Rock Financial Group is a firm out of Lafayette, LA and bases their financial planning on Integrity, Faith and Commitment. For over two decades, The Rock Financial Group has been able to provide its customers with the necessary tools for complete financial planning. Additionally, they offer a Prayer Request section where visitors and clients can submit prayer requests.
If you feel as though you are alone, you can rest assured that the team at The Rock Financial Group is there to help not only financially, but also spiritually.
Be joyful in hope, patient in affliction, faithful in prayer.
Romans 12:12
#4: catalyst wealth planning
Hailing from Peoria, IL, Catalyst Wealth Planning offers a Faith-Based Financial Life Planning eCourse that you see right off the bat when clicking on their website. When potential customers sign up for this, it’s almost as if you get a Bible study with a financial planning course all in one, so you really can learn a lot about not only bettering your financial life but also about how to be a better person.
Some of the things that you will learn when you sign up for this eCourse are:
- You will learn what the Bible says about financial stewardship and why it matters in your walk with God
- You will learn financial planning principles using straight-forward language
- You will generate a gap analysis of your financial situation
- You will develop an easy-to-understand list of actions to narrow that gap
- Finally, you will create a customized faith-based financial life plan for your specific situation and an action plan that employs proven techniques to aid in your success
Additionally, upon landing on the website, you see what you will get when you sign up for the eCourse with an outline. The 11 topics to be covered are:
- Faith-Based Financial Life Planning
- Faith-Based Money Mindsets
- Income
- Harvest Time: Giving Your First Fruits to God
- Cash Flow Planning
- Prepare for the Unexpected
- Prepare for the Future
- Gifting
- Estate Planning
- Creating Your Financial Plan
- Leaving a Legacy
As you can see, this eCourse is very useful, and it goes into greater detail on the website. It teaches you how to manage your money but to do so in a way that betters your life spiritually and helps you prepare for the future in a meaningful way.
RoundUp
We hope that you enjoyed finding out about this wonderful niche of financial advisors that we have been able to work with. It’s extremely refreshing to work with clients who care so much about not only their team and firm but also those that they work with. When working with advisors that have such a strong faith, their clients really start to feel that they truly care about them and want them to have the best retirement possible.
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About the author
Blair Kelly
Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.
