Servant Wealth Management

Biblically responsible investing (BRI) integrates Christian moral teaching into security selection by excluding companies engaged in activities the firm considers contrary to scripture. Servant Wealth Management specifically screens out companies tied to abortion, pornography, and embryonic stem cell research. The firm then builds diversified model portfolios using BRI-compliant mutual funds and ETFs.

No. The firm manages client assets through separately managed accounts and model portfolios constructed with third-party biblically responsible funds. It does not operate its own pooled investment vehicles, private equity funds, or direct co-investment programs.

Mainstream ESG frameworks emphasize environmental, social, and governance considerations rooted in stakeholder capitalism and often embrace progressive corporate policies on diversity and inclusion. Servant Wealth Management inverts that lens, screening out companies whose policies on abortion, sexual ethics, or bioethics conflict with conservative Christian teaching, and does not prioritize carbon-footprint or DEI metrics.

Public records do not capture specific named principals or professional credentials for Servant Wealth Management at the level of detail required for verification. Firms operating in this niche commonly field Certified Financial Planners (CFP) or Certified Kingdom Advisors (CKA), but no specific designation can be attributed to this entity based on available public filings.

The firm's public materials convey a broadly evangelical, pro-life Christian identity rather than a formal tie to one specific denomination. There is no evidence in available corporate records of ownership by a church body, diocese, or parachurch organization. It operates as an independent registered investment advisor.