What makes Christian wealth management firms different?
What makes your investment philosophy fundamentally biblical rather than just biblically referenced?
Shouldn’t your approach be fundamentally different if you claim to offer Christian wealth management? Shouldn’t your strategies reflect eternal wisdom rather than just quarterly results?
Key Questions for Discussion:
“If your Christian wealth management practice disappeared tomorrow, would your clients notice any difference beyond the missing Bible verses?”
“How does your investment strategy fundamentally differ from secular approaches?”
“What percentage of your client conversations address eternal impact vs. market performance?”
CLOSING: “This isn’t about criticism—it’s about opportunity. There’s room for a deeper, more authentic integration of faith and finance. But it requires rethinking wealth management from the ground up, not just adding spiritual elements to secular strategies.”
ENGAGEMENT PROMPT: “I’m curious to hear from Christian wealth managers: How do you ensure your practice is genuinely distinct from secular approaches?
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PSS…I have recently developed a Ghostwriting professional service that develops LinkedIn site content for Christian investment advisors and managers. Essentially, I ghostwrite LinkedIn content to bridge financial expertise with kingdom impact. Most of these posts will appear on the Substack website, and I will leave it to you if you want to subscribe and receive them automatically. Although this subsection combines my professional experience as a CPA, CFP, and investment manager with my biblical knowledge and interests, I realize many will only be interested in the original Substack - The Inevitable Truth. And that is perfectly fine. If you know of professionals who might be interested in this service, I ask that you refer them to this site. I also leave my professional LinkedIn profile for your review if interested.
Thank you,
Thad