Values First Advisors

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.

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