Morally Responsible Investing

Find out what your investments support and invest in a way that reflects your faith and values.

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Invest with Purpose

Many families and business owners are surprised to learn what their portfolios actually support. I help clients invest in a way that aligns with Biblical Christian morals, so you can build wealth without compromising your values.

What is Morally Responsible Investing?

Morally Responsible Investing screens out companies involved in:

  • Abortion and embryonic stem cell research

  • Pornography and sexual exploitation

  • Human trafficking

  • Addictive or destructive products and practices

  • Anti-family or anti-Christian corporate activism

We seek to invest in companies that contribute positively to society, operate with integrity, and give glory to God.

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What You Can Expect:

  • A clear analysis of your current portfolio and any conflicts

  • Investment options that reflect your values

  • Competitive, low-cost, diversified portfolios for long-term growth

  • A process grounded in stewardship and transparency

Who It's For:

  • Investors who want to avoid profiting from immoral industries

  • Families seeking unity between their faith and finances

  • Business owners who want their investments to reflect their values

Request a Portfolio Screening

Find Out What’s Hiding in Your Portfolio!

Enter your ticker symbols below to determine if your investments align with your values.

INTERESTED IN MORE INFORMATION?

I would love to work with you!

SCHEDULE A 15-MINUTE CALL
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Step 1: Schedule a call

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Step 2: Build Your Plan

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Step 3: Live With Confidence