A complete list of active advisors currently associated with Values First Advisors, Inc.

Warmer can help you find a great advisor at Values First Advisors, Inc. or one who fits your needs even better.

Values First Advisors serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans and charitable organizations with portfolio management and financial planning services, and it also offers retirement‑plan advisory, donor‑advised fund management, and periodic educational workshops and seminars. The firm typically charges asset‑based advisory fees and manages accounts on both discretionary and non‑discretionary bases. The firm integrates a Biblically Responsible Investing (BRI) overlay into client portfolios, employing negative screens (e.g., abortion, embryonic stem‑cell research, pornography, alcohol, tobacco, gambling) and positive screens (e.g., life‑enhancing products, stewardship practices) while investing across individual stocks, bonds, mutual funds, ETFs and certain alternative exposures. VFA implements portfolios through a mix of in‑house model management and third‑party sub‑advisers, and it describes use of third‑party screening and scoring systems and an external consultant as inputs to its research and asset‑allocation process. Compared with many peers, the firm emphasizes its faith‑based BRI framework and explicitly documents its use of third‑party screening, scoring and research resources, including directing clients to public sub‑adviser disclosure information; the brochure also describes a model program that uses sub‑advisers and fractional‑share accounting through a custodial platform. The firm’s combination of faith‑based screening, an adviser‑managed model structure with external sub‑advisers, and added services such as donor‑advised fund management and client workshops is a notable aspect of its service mix.

To learn more about the advisors currently working at Values First Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.