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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?

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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 11 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 12/31/2017, we were notice filed in 18 states with clients in 17 additional states in 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)

©2018 Values First Advisors, Inc.