Steward Advisors Group

Founded in 2022 – US (Headquarters in Clifton Park, NY)

Steward Advisors Group is a fee-based financial advisor and portfolio manager that helps Christian investors become steward investors. Steward Advisors Group helps investors build a holistic, fully integrated faith driven portfolio and life plan that balances personal goals with eternal objectives.

Main faith driven offerings:

• Public: Holistic faith driven portfolio across all asset classes

• Private: Holistic faith driven portfolio across all asset classes, including real estate, private credit, private equity, venture capital, direct deals, etc.

Best Suited for: Christian accredited investors (primarily in the networth range of $1-15M) wanting an innovative, completely faith driven portfolio across all asset classes.

Wealth Squared (An EverSource Advisor)

Founded in 2021 – US (Headquarters in Minneapolis, MN)

Wealth Squared exists to serve, guide, and care for clients by partnering with them to pursue God's plan for their lives. Wealth Squared helps investors craft an investment portfolio that pursues a double bottom line of financial returns and positive social impact.

Main faith driven offerings: 

• Public: Positive-screen and negative-screen mutual funds/ETFs, direct indexing, and Separately Managed Accounts (SMAs)

• Private: Real estate funds, debt funds, equity funds, and Donor-Advised Funds (DAF)

Best Suited for: Accredited investors in the networth range of $2-10M wanting to pursue faith driven options for their investment portfolios, primarily in the public markets. 

EverSource Wealth Advisors

Founded in 2017 – US (Headquarters in Birmingham, AL)

Eversource is a community of like-minded advisors, whom investors can find through the Eversource directory. EverSource helps clients avoid inferior pricing, inadequate planning, and undisciplined investing by providing investment designs that make sense for their needs and values.

Main faith driven offerings:

• Public: Faith-based model portfolios, positive/negative screen mutual fund/ETFs, personalized indexing with values-based screening and corporate engagement, active equity SMA strategies with values screening

• Private: Impact fund strategies in private equity fund of funds, private equity lower middle market, and private real estate

Best Suited for: Christian accredited investors looking for a like-minded advisor OR Christian independent advisors looking for back-office support and a faith driven advisor community.

Somerset Advisory

Founded in 2018 – US (Headquarters in Birmingham, AL)

Somerset Advisory is a women-run, fee-only boutique advisory firm specializing in complex financial planning and asset allocation – Somerset has offices in South Carolina, Virginia, and Alabama, and is uniquely positioned to serve women and families who have complex planning needs surrounding gifting or life events.

Main faith driven offerings:

• Public: Ability to audit current investments to screen for Christian impact; research initiatives tailored to serve clients through their Christian values

• Private: Ability to audit current investments to screen for Christian impact; research initiatives tailored to serve clients through their Christian values

Best Suited for: Women and families who have complex planning needs surrounding gifting or life events; passionate and uniquely equipped to serve widows and widowers.

OneAscent Wealth Management

Founded in 2017 – US (Headquarters in Birmingham, AL)

OneAscent is a family of companies committed to delivering Kingdom financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by a mission to help stewards thrive in life and legacy.

Main faith driven offerings:

• Public: Faith driven public markets model portfolio

• Private: Faith driven fund of funds

Best Suited for: Qualified Clients and Qualified Purchasers who want access to faith driven options in the public and private markets OR Christian independent advisors looking for back-office support and a faith driven advisor community

Blue Trust

Founded in 1979 – US (Headquarters in Alpharetta, GA)

Blue Trust offers comprehensive financial services and biblical wisdom to over 10,000 clients across the wealth spectrum in all 50 states. With nearly $52 billion of assets under advisement and a nationwide network of 18 offices (as of 12/31/23), With five divisions to serve clients’ unique needs, Blue Trust offers financial planning, investment management, trust, estate and philanthropic planning, family office, sports and entertainer services, institutional and more.

Main faith driven offerings: 

• Public: Principles-based ETFs and separately managed accounts via direct indexing (“Access Portfolio”) that can be customized to an investor’s values

• Private: Offers advisory capabilities to help clients determine which faith driven managers in the private space align with their portfolio

Best Suited for: Family offices or professional athletes looking for an experienced advisory firm based on Biblical principles.

NOTE: In addition to family offices, Blue Trust also serves: 

• Christian non-accredited investors who want one-on-one Biblically-based advice and are beyond the debt stage, with net worth ranging generally from $100,000 up to $1 million, serving clients via their Everyday Steward division. 

• Christian accredited investors (primarily with a net worth of $1M or more) looking for an experienced advisory firm based on Biblical principles, serving clients out of their Private Wealth division.

• Endowments, Foundations, Ministries, or Churches with long-term investment, cash management, or retirement plan needs via Blue Trust Institutional. See more information under “Advisors Primarily Serving Endowments, Foundations, Ministries & Churches.”

Keel Point

Founded in 2003 – US (Headquarters in Huntsville, AL)

Keel Point offers strategy-based, individualized options for personal, family, and philanthropic wealth management, as well as focusing on corporate benefits and multigenerational options. Keel Point is focused on creating customized, goal-driven wealth management solutions.

Main faith driven offerings: 

• Public: Faith driven portfolios built with mutual funds/ETFs; faith driven Separately Managed Accounts

• Private: Three core faith driven private funds (private equity, venture capital, real estate, and international)

Best Suited for: Multi-family offices (~$30M+), private clients, and institutions looking to dip their toes into faith driven investment options and have the option to customize their portfolios to be more faith driven.

Blue Trust Institutional

Founded in 1979 – US (Headquarters in Alpharetta, GA)

Blue Trust offers comprehensive financial services and biblical wisdom to over 10,000 clients across the wealth spectrum in all 50 states. With nearly $52 billion of assets under advisement and a nationwide network of 18 offices (as of 12/31/23), With five divisions to serve clients’ unique needs, Blue Trust offers financial planning, investment management, trust, estate and philanthropic planning, family office, sports and entertainer services, institutional and more.

As a division of Blue Trust, Blue Trust Institutional offers a fully Outsourced Chief Investment Office (OCIO), including discretionary and nondiscretionary investment management, specializing in helping faith-driven organizations fulfill their mission. Services include asset allocation, portfolio management, investment policy design, manager due diligence, cash flow management, and retirement plan consulting. 

Main faith driven offerings: 

• Public: Biblically-based investment principles and portfolio construction, faith-driven screening, proxy voting, and corporate engagement.

• Private: Able to source a wide range of managers and impact themes across private equity, venture capital, private credit, and private real estate. These strategies can be market-return (impact without giving up performance) focused or concessionary (willing to accept lower expected returns for greater impact).

Best Suited for: Endowments, Foundations, Ministries, or Churches with long-term investment, cash management, or retirement plan needs.

Nexus Impact Advisors (An EverSource Advisor)

Founded in 2016 – US (Headquarters in Arlington, VA)

Nexus Impact Advisors works with institutional investors (family foundations/offices) to help them align the entirety of their assets with their values. Nexus’ comprehensive portfolio management services help clients codify their values, assess how current holdings align with them, and identify opportunities across asset classes that provide competitive returns alongside redemptive impact.

Main faith driven offerings: 

• Public: Development of customized values-aligned portfolios across listed securities (equities, fixed income) utilizing a variety of structures (mutual funds, ETFs, direct indexing, SMAs, hedge funds)

• Private: Private markets investment strategy development; curation and diligence of values-aligned opportunities across asset classes (private equity, venture capital, real estate) and structures (equity, debt, direct deals, funds, SPVs); investment execution; and ongoing monitoring and evaluation

• Other: Values discovery and codification, Investment Policy Statement (IPS) development, stakeholder education (board/family members)

Best Suited for: Foundations, family offices, and other institutional investors looking to align their investments with their values across all asset classes.

Brightlight (An EverSource Advisor)

Founded in 2016 – Global (Headquarters in Sydney, Australia and Denver, Colorado)

Brightlight is a specialist advisor that provides support and advice to institutional investors, asset managers, RIAs and others in the faith-based investing movement, enabling clients to deeply integrate faith into investment portfolios. Brightlight specializes in discovery and diligence of private market funds, including in frontier and emerging markets.

Main faith driven offerings: 

• Public: Portfolio strategy research, public equities screening, and shareholder advocacy

• Private: Faith driven private equity, venture capital, and real estate funds, including funds in frontier and emerging markets

Best Suited for: Institutional investors and foundations (~$10M+) looking for full service advisory and access to faith driven investments across all asset classes and geographies.

Kingdom Advisors

Founded in 2003 – US/Canada (Headquarters in Atlanta, GA)

Kingdom Advisors (KA) is a network of over 3,500 Christian financial advisors across the US and Canada that offers special designation (Certified Kingdom Advisor®) to Christian advisors that go through their biblical financial wisdom educational program. Additionally, KA has a search engine to help investors find a like-minded, Christian advisor who has demonstrated themselves to be a principled, competent, biblically-wise financial advisor.

Main faith driven offerings: 

• Public: Positive-screen and negative-screen funds

• Private: Varies based on advisor (most do not offer investments in faith driven alternatives)

Best Suited for: US/Canadian non-accredited and accredited investors focused on the public markets looking for a Christian financial advisor located near them OR US/Canadian Christian financial advisors looking to join a community of other like-minded advisors.

Beacon Wealth

Founded in 1997 – FL, IN, NJ, OH, PA, TX, VA (Headquarters in Roanoke, VA)

Beacon Wealth is a fee-only wealth management firm designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations by providing faith driven solutions. Additionally, Beacon Wealth makes LightPoint Portfolios available to independent financial advisors who are seeking a turnkey, asset allocated and risk adjusted portfolios for their clients.

Main faith driven offerings:

• Public: Faith driven portfolios of mutual funds/ETFs and stocks aligned with investor values

• Private: N/A

Best Suited for: Primarily retail (non-accredited) and accredited investors seeking faith driven solutions in the public markets OR Christian independent financial advisors looking for turnkey faith driven portfolio solutions for their clients.

EverSource Wealth Advisors

Founded in 2017 – US (Headquarters in Birmingham, AL)

EverSource serves advisors, advisory teams, independent RIA firms and CPA firms. EverSource helps reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology, and a community of like-minded peers who are leaders in the industry. Wealth Squared and Nexus Impact Advisors are two such Eversource advisors. 

Main faith driven offerings:

• Public: Faith-based model portfolios, positive/negative screen mutual fund/ETFs, personalized indexing with values-based screening and corporate engagement, active equity SMA strategies with values screening

• Private: Impact fund strategies in private equity fund of funds, private equity lower middle market, and private real estate

Best Suited for: Independent advisors looking for back-office support and a faith driven advisor community.

OneAscent Wealth Management

Founded in 2017 – US (Headquarters in Birmingham, AL)

OneAscent Financial Services provides a comprehensive, faith driven platform for independent financial advisors who desire to be a part of a larger community of values-aligned, kingdom driven advisors. OneAscent Financial Services offers support in marketing, investments, operations, compliance, and technology for its community of advisors.

Main faith driven offerings:

• Public: Varies based on advisor

• Private: Varies based on advisor

Best Suited for: Independent advisors looking for back-office support and a faith driven advisor community.

Kingdom Advisors

Founded in 2003 – US/Canada (Headquarters in Atlanta, GA)

Kingdom Advisors (KA) is a network of over 3,500 Christian financial advisors across the US and Canada that offers special designation (Certified Kingdom Advisor®) to Christian advisors that go through their biblical financial wisdom educational program. Additionally, KA has a search engine to help investors find a like-minded, Christian advisor who has demonstrated themselves to be a principled, competent, biblically-wise financial advisor.

Main faith driven offerings: 

• Public: Positive-screen and negative-screen funds

• Private: Varies based on advisor (most do not offer investments in faith driven alternatives)

Best Suited for: US/Canadian non-accredited and accredited investors focused on the public markets looking for a Christian financial advisor located near them OR US/Canadian Christian financial advisors looking to join a community of other like-minded advisors.

CommonGood Capital

Founded in 2017 – Headquarters in Orlando, FL

CommonGood Capital is a financial services firm aligning capital to facilitate returns, human flourishing, and meaning. CommonGood specializes in impact investments and offers due diligence on funds and direct deals.

Main faith driven offerings:

• Public: N/A

• Private: Faith driven and secular impact driven private market funds, including funds focused on housing, creation care, formerly incarcerated, and more.

Best Suited for: Advisors or investors that are looking to integrate more impact investments into their/their clients’ portfolios.

Praxis Capital Fellowship Program

Founded in 2022 - US (Headquarters in New York City, NY)

Praxis, a thought-leader in the faith driven space, launched the Praxis Capital Fellowship Program. This is a cohort of 12 Capital Fellows participants who develop peer relationships, engage with dozens of mentors, deepen their personal/spiritual formation, and advance their redemptive action as a funder.

Best Suited for: Investors and philanthropists who have significant agency and decision-making autonomy over their funding decisions that want to dive deeper into their stewardship philosophy and strategy.

John Putnam & Company

Founded in 2021 - US (Headquarters in Charlotte, NC)

A former President of National Christian Foundation’s Charlotte chapter, John Putnam offers private one-on-one coaching to Christian individuals, couples, and families looking to resolve the gaps and tensions around life, wealth, and faith.

Best Suited for: Christians stewarding over $25M who are looking for one-on-one, in-person coaching from a Biblical perspective.