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Christian Financial Advisors

Updated today

Client assets under management

$218,723,686

Clients

479

18% high-net worth

Advisors

5

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

96

High

Average account size

$456,626

About

Christian Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory (including ERISA 3(21) and 3(38) options), and investment consulting to individuals (including high-net-worth), trusts, estates, charitable organizations and corporate clients. The firm manages approximately $218.7 million in client assets and serves clients through a team-based model of five advisors.

The firm follows a primarily long-term, fundamentals-driven investment process supplemented by technical analysis and rebalancing as market conditions require, constructing portfolios from equities, mutual funds, and ETFs and occasionally using third‑party managers. It also implements a Biblically Responsible Investing overlay—screening potential holdings with third‑party tools such as InspireInsight and eVALUEator—and offers a tiered service model that combines ongoing management with scheduled financial planning reviews.

Distinctive features include the firm’s use of client testimonials and promotion of third‑party ratings in its advertising, practices that are uncommon among comparable team firms. In addition to retail wealth management, CFA’s explicit integration of faith-based screening in portfolio construction and its mix of retirement-plan fiduciary services and brokerage-client consulting broaden its service footprint relative to many peers.

Client services

Financial planning Portfolio management Consulting

Expertise

Income planning Charitable giving & philanthropy

Demographic focus

Religious/faith focused

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.30% annually

Project-based

Up to $350 per hour for financial planning; $100 per hour for limited scope consulting services for Tier Genesis clients

Subscriptions

Up to $500 per month, negotiable, may be waived for clients with $1,000,000 or more under management

Other

Account minimum: $5,000

Main office location

Christian Financial Advisors

130 River Chase Way, Suite B

New Braunfels TX 78132, United States

Number of offices

2

Most active in

California · Colorado · Florida · Kansas · Missouri · Nebraska · Ohio · South Carolina · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert B

Series 63

New Braunfels, TX

Christian Financial Advisors

Robert Barber is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He is also the author of a book titled *7 Pillars of Biblical Stewardship*. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach that incorporates a Biblically Responsible Investing overlay.

Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Donald V

Series 65

New Braunfels, TX

Christian Financial Advisors

Donald Vande Vanter is a financial advisor at Christian Financial Advisors in New Braunfels, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Christian Financial Advisors, he worked for Capital Farm Credit from 1999 to 2021. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Teresa J

Series 65

New Braunfels, TX

Christian Financial Advisors

Teresa Joelson is a Series 65-licensed advisor with nine years of industry experience. She has been with Christian Investment Advisors Inc since 2018 and previously worked at Durbin Bennett Private Wealth Management, LLC from 2015 to 2018. She is based in New Braunfels, TX. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Matthew B

CFP®, Series 66

Odessa, FL

Christian Financial Advisors

Matthew Barrovecchio is a CFP® professional with 21 years of industry experience. He has worked at The Vanguard Group Inc. for 20 years and has been with Christian Financial Advisors since 2024. His credentials include the Series 66 designation. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Income planning Charitable giving & philanthropy Religious/faith focused
user avatar

Shawn P

Series 65, Series 66

New Braunfels, TX

Christian Financial Advisors

Shawn Peters is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding Series 65 and Series 66 credentials and nine years of industry experience. He has been with Christian Financial Advisors since 2020 and is also the owner of Odin Creative, a marketing services business he has managed since 2015. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Income planning Charitable giving & philanthropy Religious/faith focused
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