Broker Check

Biblically Responsible Investing

BIBLICALLY RESPONSIBLE INVESTING

Invest like it all belongs to God.

Because it does. Every dollar you steward can reflect your faith — we’d love to show you how.

You pray for the Kingdom. Your investment choices can reflect your faith and values — starting with a free look at what your money owns today.

Independent local advisor
500+
Families served
$0
No minimums
88%1

of committed Christians want their investments to reflect their values.

Many

investors are not aware that faith-based investment approaches are available.

WHY IT MATTERS
Would you want your investments supporting what you pray against?

Many Christians may not be aware of biblically responsible investing options. Certain broad-market funds may include companies that some faith-based investors find objectionable.

Biblically Responsible Investing seeks to address those concerns. We are stewards, not owners — and how you deploy God’s money is worship, not just math.

HOW BRI WORKS

Three ways your money can honor God

BRI isn’t just about what you avoid. It is a strategy designed to align investments with certain biblical values.

1
SCREEN OUT

Avoid

Thoughtfully screen out companies whose primary business conflicts with biblical values, such as abortion, pornography, and addiction.

FOR EXAMPLE, WE’D SCREEN OUT
  • A drug manufacturer whose revenue includes abortifacient medications
  • A casino and sports-betting operator
  • A hotel chain that still sells in-room adult video
  • A tobacco and vape company marketing to new users
2
LEAN IN

Affirm

Invest with conviction in companies that serve people, strengthen families, and reflect biblical values in how they operate.

FOR EXAMPLE, WE’D LOOK FOR
  • A medical-device maker restoring mobility after injury
  • A company bringing clean water and food to underserved regions
  • An employer known for family-friendly wages and benefits
  • A builder of affordable housing in growing communities
3
SPEAK UP

Advocate

Use shareholder engagement to be a positive voice for biblical values where business decisions are made.

FOR EXAMPLE, THAT LOOKS LIKE
  • Voting your proxy to pull adult content from hotel rooms
  • Asking a retailer to publish a forced-labor policy
  • Pressing a tech board on child-safety protections
  • Backing directors who take those commitments seriously

Examples describe the kinds of businesses these screens flag or favor. They are illustrative only — not statements about, or recommendations of, any specific company.

OUR EXCLUSION FILTERS

Values you can actually see

Four core convictions applied to every holding. Beyond them, your screens can flex to the convictions closest to your heart.

Sanctity of Life

Companies that profit from the ending of unborn life.

Abortion providersAbortifacient drugsEmbryonic stem-cell research
  • Pharmaceutical firms that manufacture or market abortifacient drugs
  • Clinic networks that bill for abortion services
  • Biotech research dependent on embryonic stem-cell lines
“For You created my innermost parts; You wove me in my mother’s womb.” — Psalm 139:13

Pornography & Exploitation

Companies that profit from pornography or the exploitation of people made in God’s image.

Adult contentSexually explicit mediaHuman-trafficking ties
  • Hotel or cable operators earning revenue from adult video
  • Payment processors that service adult-content sites
  • Brands cited for forced or child labor in their supply chain
“I will set no worthless thing before my eyes.” — Psalm 101:3

Addictive Products

Companies whose business model depends on addiction.

Gambling & casinosTobacco & nicotineCannabisAlcohol production
  • Casino resorts and mobile sports-betting apps
  • Cigarette and vape manufacturers
  • Recreational cannabis growers or dispensary chains
  • Distillers or brewers whose core product is alcohol
“For by what anyone is overcome, by this he is enslaved.” — 2 Peter 2:19

Degrading Entertainment

Entertainment whose content is violent, immoral, or corrosive to families.

Explicit mediaGratuitous violenceAnti-family content
  • Studios or streamers leaning on graphic sexual and violent content
  • Games built around gambling-style mechanics aimed at children
  • Media programming that openly undermines the family
“Whatever is true, whatever is honorable, whatever is right… think about these things.” — Philippians 4:8

Screens are applied to a company’s business activities and revenue, not to individual employees or customers. Examples are illustrative of the categories only — not statements about any specific company.

NOT SURE WHERE TO START?

Get a free “What Do I Really Own?” Review.

Bring a statement and we’ll look inside your funds together, live in your meeting — exactly what your money owns today, and where it may conflict with your values. Nothing to upload, nothing to sign up for. No cost, no obligation, no judgment.

  • Finally know what you own
  • Compare a values-aligned alternative
  • Leave with a one-page summary of the findings — yours to keep either way
AND THE BONUS…

Comprehensive financial planning, included.

Behind every biblically responsible portfolio is a full-service planning team focused on getting you to — and through — retirement with confidence.

  • Comprehensive financial plan
  • Retirement planning
  • Tax and Roth-conversion strategies
  • Estate and legacy planning
  • Ongoing portfolio monitoring
  • Acting in a fiduciary capacity when providing advisory services

“The plans of the diligent certainly lead to advantage.” — Proverbs 21:5

CHOOSE YOUR OWN PACE

Start where you’re comfortable. Grow when you’re ready.

Every path begins with the same free conversation. There’s no wrong door — plenty of families start free and stay free for a while.

DIY

Do it yourself

Free tools and resources for stewards who like to take the lead.

  • Free “What Do I Really Own?” Review
  • Proprietary planning calculators
  • Self-screening tools and BRI guides
  • Self-service insurance and discounted estate documents
Best for: people comfortable doing everything themselves.
$0
No advisory fee
Start with my free review

Essential

Get a professional plan

A one-time engagement that hands you a complete, faith-aligned financial plan.

  • Personalized, advisor-built financial plan
  • Biblically screened investment recommendation
  • Retirement and income strategy
  • Cash-flow and tax-smart guidance
  • Prioritized action list to implement yourself
Best for: people who want a professional plan and will put it into action themselves.
$1,500
One-time fee; waived if you upgrade to Premier while the plan is being built
Start with my free review

Premier’s all-in advisory fee starts at 1.35% and steps down as managed assets grow. Active portfolio management and comprehensive planning are included, with no separate trading fees. Your exact fee schedule is outlined in your advisory agreement before you begin.

COMMON QUESTIONS

Answers before you even ask

Will you make me feel bad about what I currently own?

No. Most people have never been shown what sits inside their funds. The review is educational and judgment-free; you decide what, if anything, you want to change.

Will I sacrifice returns by investing biblically?

Any screening approach changes the opportunity set, so results can differ from broad-market strategies. Biblical alignment does not guarantee better or worse performance. We build diversified portfolios around your goals, risk tolerance, time horizon, and convictions.

What exactly is the “What Do I Really Own?” Review?

Bring a recent statement from a 401(k), IRA, or brokerage account. In a complimentary meeting, we’ll look inside the funds together, identify potential conflicts, discuss a values-aligned alternative, and give you a one-page summary to keep.

Do I have to move all my accounts to get started?

No. You can begin with a conversation or review, and the DIY and Essential paths do not require ongoing portfolio management. We’ll explain your choices clearly and let you move at your own pace.

Do I have to be a Christian to work with you?

No. We welcome people and families from every background. Biblically Responsible Investing is available for those who want their financial decisions to reflect these convictions.

We don’t live near Newington — can we still work with you?

Yes. We meet in person on the New Hampshire Seacoast and by video with clients elsewhere, subject to applicable registration and licensing requirements.

HELPING ALIGN YOUR INVESTMENTS WITH YOUR FAITH AND VALUES.

Let’s build a portfolio you can pray over.

Begin with a free “What Do I Really Own?” Review — a clear look at what your portfolio owns today.

What to bring: a recent statement from any account — a 401(k), IRA, or brokerage. Or just bring your questions. No cost. No obligation. No judgment. When providing advisory services, we act in a fiduciary capacity.

“We’re looking forward to meeting you. Come as you are — questions welcome, statements optional.” — Zach

121 Shattuck Way, Suite 16, Newington, NH 03801

Faith. Stewardship. Planning. We believe money is a tool for loving God and loving people.

Sources: 1. Eventide Asset Management / Pinkston Christian Investor Survey, 2024.

Securities and advisory services offered through LPL Financial, a registered investment adviser. Biblically Responsible Investing involves screening criteria that may differ from traditional strategies and may affect diversification and performance. No strategy assures success or protects against loss. All investing involves risk, including possible loss of principal. Statistics cited are from third-party sources believed reliable but are not guaranteed. This material is informational only and is not a recommendation or solicitation to buy or sell any security.

See what your money owns. Free. No cost. No obligation.

Book my free “What Do I Really Own?” review