Christian Wealth Management

What Christian Wealth Management does

Christian Wealth Management is a privately held wealth management practice founded in 2011 that provides Biblically Responsible Investing (BRI) advisory services to biblically minded Christian individuals, families, and business owners across the United States. The firm's core offering wraps a values-based portfolio screening lens around six advisory service modules: Financial Planning, Retirement Planning, College Funding, Legacy Planning, Tax-Advantaged Strategies, and Charitable Giving. The firm maintains two physical offices (Boise, ID and Gilroy, CA), serves clients on a remote basis through a shared contact line, and onboards prospects via a three-step consultative process that begins with vision discovery, runs a free Impact Analysis screening of the prospect's existing portfolio for biblical value violations, and concludes with execution of values-aligned investment recommendations.

The firm's operating model depends on two regulated service partners: Creative Financial Designs, Inc., a Registered Investment Adviser, delivers advisory services, and CFD Investments, Inc., a FINRA/SIPC-registered broker-dealer, delivers securities transactions. Christian Wealth Management is explicitly not associated with either as a corporate parent, meaning these are operating/service relationships rather than ownership relationships. Client account servicing is delivered through a third-party client portal hosted on emaplan (wealth.emaplan.com) under the cfdinvestments/christianwealthmanagement tenancy. A proprietary Free Impact Analysis tool, a Free Info Packet, a weekly blog, a podcast, an email newsletter, and an events page constitute the firm's top- and mid-funnel content and lead-magnet infrastructure. Distribution also includes the firm's participation in the Dave Ramsey SmartVestor Pro referral network.

Revenue is generated through two primary streams: recurring financial advisory and wealth management fees on a managed-services/AUM basis through the Creative Financial Designs RIA, and securities transaction commissions on the underlying portfolio implementation layer through CFD Investments. A freemium lead-generation funnel (Free Impact Analysis, free info packet, weekly content/newsletter) supports conversion into the recurring advisory stream. No published fee schedule, AUM minimum, or hourly rate is disclosed; engagements are quote-based and require speaking with an advisor. The firm has 11-50 employees, no disclosed parent company, no funding rounds, no patents, and no named institutional customers or anchor accounts.

Name

Christian Wealth Management

Legal name

Christian Wealth Management

Website

https://christianwealthmanagement.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Christian Wealth Management is a privately held, faith-based wealth advisory firm that provides Biblically Responsible Investing (BRI) and holistic financial planning services to biblically minded Christian individuals, families, and business owners across the United States, delivered through affiliated RIA and broker-dealer partners.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Biblically responsible investing
• Financial planning advisory
• Retirement planning services
• Faith-based investing

Headquarters

HQ city

Hollister

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory & Wealth Management Fees: Recurring, ongoing fees earned for personalized financial planning, retirement planning, college funding, legacy planning, tax-advantaged strategies, and charitable giving advisory services delivered to biblically minded Christian clients. Services are delivered through advisors under the Creative Financial Designs, Inc. RIA umbrella, indicating a managed-services / AUM-style fee structure typical of independent RIAs.
2. Securities Brokerage Commissions: Securities (e.g., brokerage transactions underlying portfolio implementation) are offered through CFD Investments, Inc., a registered broker/dealer (FINRA/SIPC member). Revenue is generated on the associated transactional/commission layer when clients act on investment recommendations.
3. Referral / Lead-Generation Funnel (Free Impact Analysis): Prospective clients are funneled through a free Impact Analysis, a free info packet, and a weekly content/newsletter stream designed to convert prospects into paying advisory engagements. Indirect funnel value supports acquisition of the advisory revenue stream.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Christian Wealth Management is a faith-aligned wealth advisory practice that helps biblically minded Christian individuals and families align their investment portfolios with biblical values. Its core offering, Biblically Responsible Investing (BRI), is delivered through six advisory service modules: financial planning, retirement planning, college funding, legacy planning, tax-advantaged strategies, and charitable giving. Securities are executed through CFD Investments, Inc. (FINRA/SIPC broker-dealer) and advisory services are offered through Creative Financial Designs, Inc. (Registered Investment Adviser).

Product overview

Christian Wealth Management is a faith-based wealth advisory firm offering a portfolio of advisory services rather than a single unified software product. Its core offering, Biblically Responsible Investing, is supported by six service modules — Financial Planning, Retirement Planning, College Funding, Legacy Planning, Tax Advantaged Strategies, and Charitable Giving — delivered through Christian wealth strategists. The firm supplements these advisory services with supporting tools and resources including the Free Impact Analysis (a portfolio screening tool), the emaplan-powered Client Portal, a weekly financial Blog, a Podcast, and a Free Info Packet, all accessible through the firm's Squarespace-hosted website.

Differentiator

Problem solved

Functional benefit

Products and services

• Biblically Responsible Investing
• Financial Planning
• Retirement Planning
• College Funding
• Legacy Planning
• Tax Advantaged Strategies
• Charitable Giving
• Free Impact Analysis
• Client Portal

Quantifiable outcome

• No specific quantitative outcome figures (AUM, client count, returns) are disclosed on the website.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Eventide Funds: Eventide Funds is a faith-based and values-based mutual fund family built on Christian values and impact investing. It overlaps with CWM in the faith-aligned investing thesis but operates at the fund/asset-management layer rather than the individual advisory practice layer.
• GuideStone Financial Resources: GuideStone is a faith-based financial services organization affiliated with the Southern Baptist Convention, offering retirement plans, insurance, and investment funds. It is a broad incumbent in the same faith-based financial services category as CWM, but at much greater scale and as a multi-product institution.
• Thrivent Financial: Thrivent is a Fortune 500 fraternal benefit society serving Lutherans and the broader Christian community with financial products, investments, and advice. It is a broad incumbent in faith-based financial services, with comparable values-aligned positioning but at vastly greater scale than CWM.
• Everence: Everence is a Mennonite-affiliated faith-based financial services organization offering banking, investment, insurance, and retirement services. It overlaps with CWM in values-aligned wealth management for Christians, but operates as a multi-product financial cooperative rather than an independent RIA practice.
• Praxis Mutual Funds: Praxis Mutual Funds is a faith-based mutual fund family affiliated with Everence, offering values-screened investment portfolios rooted in Anabaptist Christian principles. It is comparable to CWM as a faith-aligned investment provider, though it competes at the fund product layer rather than as a personal advisory practice.

Direct peers

• Timothy Plan: Timothy Plan offers a family of biblically responsible mutual funds and ETFs, screens for biblical values, and partners with financial advisors. It is a direct product-and-values peer to CWM, competing for the same end-client wallet via fund vehicles.
• Inspire Investing: Inspire Investing is the largest biblically responsible investing ETF provider in the U.S., offering screened ETFs and an advisor network. It is the closest direct peer in the BRI product category, sharing the same values-screening thesis as CWM but delivering it through ETFs and an advisor network rather than a single RIA practice.
• Ronald Blue Trust: Ronald Blue Trust is a Christian financial advisory firm offering fee-only financial planning, investment management, and estate services to Christian individuals and families. It is a direct advisory peer to CWM, with a similar faith-aligned wealth management value proposition targeted at biblically minded clients.
• Halbert Hargrove: Halbert Hargrove is an independent, fee-only wealth management firm that has explicitly built a faith-based/values-aligned advisory practice for Christian clients. It is a direct peer in the niche of Christian-focused independent advisory, with comparable service offerings (planning, retirement, legacy) and similar scale profile.

Emerging players

• Kingdom Advisors: Kingdom Advisors is a membership network for Christian financial advisors, providing training, referral, and community for biblically minded planners. It is an emerging peer in that it represents the ecosystem/network layer serving the same advisor community CWM operates in, rather than a competing RIA practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/christianwealthmanagement

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Wealth Management