"At Kingdom Wealth Stewards, our motto is, “Inspiring and Empowering You to Better Wealth Stewardship.” Are Your Investments Aligned with Your Personal Values & Beliefs? We Can Help You Align Your Finances with Your Faith, Conservative Principles, Traditional Family Values, and Timeless Biblical Wisdom. Are You Confident in Your Financial Future and Legacy? We Can Help You Build a Secure Retirement, while Creating Lasting Kingdom Impact that Supports Christian Ministry."
WHAT WE DO
We offer comprehensive investment management services from a faith-based perspective, including Biblically Responsible Investing complimented with financial and retirement planning to help you become a better steward over His resources and treasure.
We take the time to get to know you and your family well, to understand your personal retirement goals so that we may custom tailor our investment management and financial planning advice to meet your specific needs.
We build and manage Biblically responsible investment portfolios by:
ENDORSING good companies that are a blessing to their customers, employees, and communities,
EXCLUDING bad companies involved in non-biblical activities, and respectfully,
ENGAGING with other companies to promote positive cultural change.
WHO WE SERVE
We serve all types of people, but our services may be best suited for those who share our values and beliefs:
- Are you a person of faith or have traditional family values?
- Would you like to build a secure financial future, while also honoring God?
- Would you like to invest and support companies that follow timeless biblical principles?
- Would you like to promote positive cultural change to make the world better?
- Would you like to create immediate Kingdom impact, while building a lasting legacy?
- If yes, we can help you become a better financial steward - for His glory and your joy!
WHO WE ARE
We are a boutique wealth management firm based in Newport Beach, California specializing in delivering faith-based investing and planning. We are a Founding Advisor Partner with Inspire Advisors LLC, an emerging leader in the global Biblically Responsible Investing movement with over $500 million in assets under management.
We have three decades experience managing investments for institutional, high net worth and affluent private families, foundations, and charitable endowments.
Jay Richardson holds the gold standard Chartered Financial Analyst (CFA) professional designation. He also is a Certified Financial PlannerTM (CFP®), and Certified Kingdom Advisor (CKA®) having received specialized training who advises clients on how to best steward the talents and treasure with which they have been blessed from a Biblical world view.
WHAT WE BELIEVE
We believe our calling is to Inspire and Empower You to Better Wealth Stewardship by Aligning Your Faith and Finances, through Biblically Responsible Investing.
We believe good moral values and good investment returns are not mutually exclusive.
We believe you do not have to compromise on competence, service, or performance when choosing to invest in alignment with your faith.
We believe Christians should work with an advisor who shares your beliefs and worldview.
We believe you should only work with a true fiduciary who will always put you and your best interests first.
There is a movement underway in the world of finance where Christians are investing billions of dollars intentionally to support biblical values for the glory of God, and it is called faith driven or Biblically Responsible Investing (BRI).
More and more Christians are waking up to the opportunity to align their investments with biblical values, as well as discovering the unsettling truth that they have been profiting from immoral businesses such as abortion, pornography, human trafficking, and other unbiblical practices.
The growing demand for biblical investments is changing the landscape of Wall Street and gaining global recognition as a powerful force for positive change through the culture and the world.
Following is a step-by-step guide to make biblical investing simple and easy to implement in your financial life.
What are the companies that you own in your investment accounts doing to produce a profit? Are they manufacturing abortion drugs, selling pornography, or using slave labor in their supply chains? Are they donating to Planned Parenthood? Lobbying to advance a radical anti-family agenda?
Many investors are surprised to learn they are profiting from or supporting unbiblical activities in their investment portfolios. How do you find out the moral value of your portfolio?
We can help by analyzing your current investments and preparing a custom Kingdom Impact Report.
If you are like most Christian investors, once you discover the moral issues in your current investments you will want to make a change as soon as possible. So, how do you invest in a biblically responsible investment portfolio?
Fortunately, the majority of companies pass even the most stringent biblical screens so that there is no shortage of quality companies to invest in. There are a large and growing number of faith-based mutual funds, including lower cost exchange traded funds (ETFs), and professionally managed investment vehicles.
We can show you how you are currently invested contrasted with how it would look to invest biblically.
Inspire Investing gives 50% of the net profits from our management fees and donates them to Christian charities through our Give50 campaign. That means that every dollar invested with Inspire is helping to inspire transformation throughout the world!
Total lifetime giving $131,548 as of 8/24/21