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Staying True to Christian Values

While Investing In Your Future

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What Makes Values First Advisors So Different?

Many are surprised to learn their stocks or mutual funds are profiting from abortion and other things that are opposed to their biblical values. There's a better way to pursue your financial goals. When it comes to financial planning and investing, many with Christian values want professional guidance. You can probably relate. The problem is that many professionals simply focus on numbers but overlook the core of who you are.

We help over 800 clients in over 30 states* to pursue their financial goals while aligning their investments with their priceless values. Discover how Values First has helped individuals like you to pursue their financial goals while staying true to their values.

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Our 3 Step Plan

Serving with competency, genuine care, and a principle-centered approach

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Roy co-founded Values First and has more than 30 years experience in the financial services industry, overseeing tens of millions in client assets.

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Alex co-founded Values First and has 10 years of experience in the financial services industry, overseeing tens of millions in client assets and directing the firm's operations.

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James is co-founder of Values First and has over 30 years experience in the investment industry.

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*As of 12/31/16, we were notice filed in 17 states and have clients in 19 other states of which we are not required to notice file.

Any reference to investment performance on this page is for illustration purposes only and does not represent a guarantee or estimate of future performance nor represent the returns of VFA's clients whose returns may be higher or lower than those illustrated. While the information contained herein is obtained from sources believed to the reliable, VFA does not guarantee its accuracy or completeness, has no obligation to update, modify or amend this page or otherwise notify the recipient thereof in the event that any matter stated herein, or any opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate.  Such information is at all times subject to change without notice.  Past performance is not necessarily indicative of future results, and all figures are estimates and unaudited unless otherwise noted.

The contents of this page should not be construed as legal, tax, or other advice.  Persons are urged to consult their own tax or legal advisors before entering into any agreement or contract.

Firm Brochure (ADV Part 2)

©2017 Values First Advisors, Inc.

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