For Individuals
Find qualified Catholic financial advisors
As Catholics, we have an obligation to be good stewards of our financial lives. Areas like debt, prudent use of income, investing, and even choosing your path to wealth, are all areas that should be viewed from a Catholic perspective.
Our world is constantly changing. Financial planning from a Catholic worldview requires study and some thought-leadership from serious Catholics in the finance profession.
This advisor network was created to help you connect with those Catholic financial professionals.
Find Your Financial Planner
In 3 Easy Steps
Search Our Directory
Browse our carefully curated directory of faith-based financial planners to find the one who aligns with your needs.
Discuss Your Priorities
Connect with several planners to find the right one who aligns with your goals, values, and what matters most to you on your financial journey.
Begin Your Prosperous Path
Embark on a brighter, more secure future!
For Advisors
Finally, there is a Catholic voice in the personal financial planning space. Join the network of advisors who share your Catholic faith.
Join and Grow
Join the Network
Submit your application to become part of this community dedicated to aligning work with Catholic values.
Access New Leads
Create your directory profile and let prospective clients find you based on your expertise.
Attend Monthly Meetings
Participate in monthly peer-advisory meetings, foster connections, and refine your skills.