Investing with Heart: Find a Financial Advisor Who Shares Your Values

July 23, 2025

Money Matters

When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals- it’s about making sure their dollars support charitable causes and principles that are in line with their closely held values. Whether your focus is on aligning with your faith or giving back to your community, a financial advisor who understands your values can help you build a portfolio that reflects what matters to you. Here’s how to help find a good fit:

Know What You Stand For. Before you start searching for a financial advisor, take a moment to reflect on your own values. Do you want your investments to avoid companies that conflict with your faith? Is charitable giving a big part of your life and something you want to incorporate into your financial strategy? Make a list of your top priorities. Understanding what drives you can help make it easier to find a financial advisor who shares and respects your vision.

Do Your Homework. Once you’ve clarified your goals, start looking for financial advisors who focus on values-based investing. Terms like “socially responsible investing” (SRI), “faith-based investing,” or “impact investing” are good keywords to use during your search. Browse financial advisor websites and check their credentials. Some may highlight their experience with sustainable funds or philanthropic planning. Look for signs that they’re comfortable helping clients invest with a conscience.

Ask the Right Questions. After narrowing your list, schedule a few introductory discussions, which can be done in person or remotely, depending on your preference. These chats are your chance to learn more about how the financial advisor works and whether they’ll be a good fit. Ask about their investment approach:

Do they offer portfolios with faith-based filters?
Have they worked with clients who have similar values to yours?
How do they assess charitable giving strategies or donor-advised funds?

Listen closely to the questions they ask of you. Are they truly interested in what matters to you? Do they understand your values and priorities? Also, consider their communication style. Will they keep you updated regularly? Are they open to collaboration when you want to adjust your plan?

Trust Your Instincts. Choosing a financial advisor is a personal decision. Beyond their professional qualifications, you want someone who listens well and respects your goals. Don’t hesitate to meet with several financial advisors before making your choice. The right person will make you feel understood and supported, both financially and personally. Ideally, you and your financial advisor will forge a long-term relationship that spans the changes and milestones in your life. As the details of your financial strategy may change, you’ll still want to hold onto your values in your investments.

Investing With Purpose. Whether you’re hoping to stay true to your faith or make the world a better place through giving, you don’t have to choose between your values and your financial future. Many good financial advisors can help you do both. Taking the time to find someone who shares your vision can help you feel confident that your investment strategy can align with your personal beliefs.

Watch the video below to learn more about the importance of finding a financial advisor that shares your values.