Christian Financial Advisors

What Christian Financial Advisors does

Christian Financial Advisors®, operating as the DBA of Christian Investment Advisors, Inc., is a privately held, SEC-registered investment advisory firm headquartered in New Braunfels, Texas, with a secondary office in Land O' Lakes, Florida. The firm was founded in 2004 by Bob Barber, who has over 40 years of industry experience, and is co-led with Shawn Peters (joined 2008). It provides faith-based fiduciary advisory services to Christian individuals, families, and retirees seeking biblically responsible investing aligned with their religious values, alongside planned giving for charitable investors.

The firm's core offerings include Investment Management, Financial Planning, Retirement Planning, Estate Planning, Planned Giving (Donor Advised Funds and Charitable Trusts), and Trust Services. Its technology stack is built on standard third-party RIA infrastructure rather than proprietary systems: Charles Schwab serves as the custodian safeguarding client assets, RightCapital is the newly launched client portal (replacing eMoney, which is being decommissioned after 10/31/2025) providing read-only account access, secure document sharing, financial planning tools, and a mobile app. The firm does not operate its own software, API, or AI/ML capabilities, and runs a small team of 1-10 employees.

Revenue is generated through tiered AUM-based advisory fees with annual billing; specific fee schedules are not publicly disclosed. Distribution is sales-led and direct, with complimentary consultations scheduled via an online calendar and clients served nationwide from the two physical offices. The firm markets primarily through its owned Christian Financial Perspectives podcast (200+ episodes hosted by Barber and Peters), YouTube content, monthly newsletters, Christian radio appearances, community partnerships (including Habitat for Humanity), and client referrals. It holds a registered trademark on the Christian Financial Advisors® name and reports serving hundreds of client households with multi-decade relationships.

Name

Christian Financial Advisors

Legal name

Christian Investment Advisors, Inc.

Website

https://christianfinancialadvisors.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Christian Financial Advisors is a private, SEC-registered investment advisory firm headquartered in New Braunfels, Texas, serving Christian individuals, retirees, and charitable investors nationwide with biblically responsible investment management, financial planning, retirement, estate, and planned giving services on a tiered AUM-fee model.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Biblically responsible investing
• Faith-based financial planning
• Retirement income planning
• Estate and legacy planning
• Fiduciary wealth management

Headquarters

HQ city

New Braunfels

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Assets Under Management (AUM) Fees: Fee-based pricing model where services are tiered based on total assets under management. The firm offers investment management and financial planning services with ongoing support through their fiduciary-based advisory approach.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Christian Financial Advisors is an SEC-registered Investment Adviser that delivers biblically responsible investment management and comprehensive financial planning services to Christian individuals and families nationwide. Core offerings include investment management, financial planning, retirement planning, estate planning, planned giving (Donor Advised Funds and Charitable Trusts), and trust services, all delivered through tiered fee structures based on assets under management.

Product overview

Christian Financial Advisors® offers a unified suite of faith-based financial advisory services centered on biblically responsible investing and biblical financial stewardship. The core offerings include Investment Management Services, Financial Planning Services, Retirement Planning, Estate Planning, Planned Giving, and Trust Services, all delivered through tiered fee structures based on assets under management. The firm integrates these services with client portal access via RightCapital (new platform) and legacy eMoney portal, with assets custodied at Charles Schwab. Additional education and community engagement is provided through the Christian Financial Perspectives podcast.

Differentiator

Problem solved

Functional benefit

Brands

• Christian Financial Perspectives: A podcast series hosted by Bob Barber and Shawn Peters exploring biblical worldviews on financial topics including work, retirement, debt, honesty, and integrity.

Products and services

• Investment Management Services Biblically responsible investment management that tailors portfolios to align with each client's Christian values, financial objectives, and risk attitude. Designed for Christian individuals and households seeking fiduciary investment management.
• Financial Planning Services Comprehensive financial planning that evaluates a client's current financial situation and directs them toward Kingdom-focused financial freedom. Delivered by Christian financial advisors for individuals and families.
• Retirement Planning Retirement planning services that guide clients through life's highs and lows for comprehensive financial peace of mind, including income planning and biblical worldview-based retirement advice for retirees and pre-retirees.
• Estate Planning Estate planning that sets an asset transfer roadmap at death while avoiding potential pitfalls, coordinating with the client's attorney. Designed for Christian individuals and families planning legacy transfers.
• Planned Giving Planned giving services that craft generational legacies and optimize tax benefits using strategies like Donor Advised Funds and Charitable Trusts. Targeted at charitable investors seeking Kingdom-impact legacy planning.
• Trust Services Trust services for wealth management and asset protection, supporting the firm's estate and legacy planning offerings.
• Fees & Service Tiers Tiered services based on total assets under management, providing investment management and financial planning matched to clients' unique financial journeys with annual billing.
• Christian Financial Perspectives Podcast Recurring podcast hosted by Bob Barber and Shawn Peters exploring what God's word says about money and financial stewardship from a biblical worldview, with 200+ episodes. Available on YouTube and podcast platforms; serves as a top-of-funnel educational and brand-building asset.

Quantifiable outcome

• 100s of client households served as of June 2026

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the custodial platform for client investment accounts, providing asset custody and record-keeping services. This is a fundamental partnership enabling the firm to hold and manage client assets securely.
• RightCapitalcoreTechnology or IntegrationRightCapital is the firm's new client portal platform providing read-only access to investment accounts, secure document sharing between advisor and client, financial planning tools, and a dedicated mobile app. The firm is transitioning clients from eMoney to RightCapital.
• Habitat for HumanitycoreStrategic or Co-development PartnerCommunity partnership where the firm and its team members actively participate in Habitat for Humanity build events. This reflects the firm's commitment to living out biblical principles through service to the community and provides team building opportunities.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Praxis: Faith-based financial advisory and biblically responsible investment management firm serving Christian individuals, families, and institutions. Comparable niche positioning, AUM-based fee model, and stewardship-oriented investment philosophy.
• Ronald Blue Trust: Faith-based registered investment advisor providing biblically responsible investment management and financial planning. Directly comparable in target market (Christian investors), services, and fiduciary model, but operates at significantly larger scale.
• GuideStone Capital Management: Faith-based investment advisory arm serving Southern Baptist ministry professionals and beyond, offering retirement and investment services. Comparable values-based advisor model with significantly larger AUM scale.
• Timothy Plan: Biblically responsible mutual fund family and advisory firm offering faith-screened investment products. Comparable Christian investing differentiator and retail advisor distribution channel.

Broad incumbents

• Edward Jones: Large national broker-dealer and RIA serving individual investors with retirement and financial planning services. Comparable in client segment and AUM-based service tiers but operates at massive scale without faith-based specialization.
• Fisher Investments: Large independent investment manager serving high-net-worth and institutional clients with portfolio management services. Comparable in discretionary investment management model but not faith-based and at substantially larger scale.
• Raymond James: Diversified financial services firm with extensive wealth management, retirement, and estate planning capabilities. Comparable in core advisor service offering but broader and secular in positioning.

Emerging players

• Inspire Investing: Provider of biblically responsible ETFs and separately managed accounts for faith-aligned investors. Comparable values-based investment thesis but operates as an ETF sponsor and model-portfolio provider rather than a full-service RIA.

Regional players

• Stewardship: Faith-based financial advisory and donor services provider operating primarily in the UK with biblically responsible investing principles. Comparable worldview and service mix but geographically distinct from the U.S. anchor.

Others

• Charles Schwab Advisor Services: Custody and technology platform partner to CFA (and many RIAs). Adjacent ecosystem participant rather than competitor; comparable only insofar as Schwab's wealth advisory offerings overlap with RIA services in the broader market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@ChristianFinancialAdvisors
• Xx.com/hellocfadvisors
• Facebookfacebook.com/HelloCFAdvisors
• LinkedInlinkedin.com/company/hellocfadvisors

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Christian Financial Advisors