How The Biblical Principle Of Investing Works

Bridging Sacred and Financial: The Biblical Principle of Investing

The Bible is a timeless guidebook of wisdom in the quest to protect and nurture our souls and our wealth. As a high-income earner, aligning your wealth management strategies with your deeply held spiritual beliefs can provide financial prosperity with a sense of purpose and tranquility.

“The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.” (Proverbs 21:5)

This Proverb reminds us of the value of diligent planning, patience, and the benefits of the long view – all virtues central to the Biblical principle of investing for the greater good.

As financial advisors in San Antonio, we respect Judeo-Christian values and practice Biblically Responsible Investing (BRI) for clients who want to align their personal and spiritual values with managing their wealth.

In this new Quick Guide, we’ll share insights into how you can incorporate biblical investing strategies into your financial journey.

Listen to our podcast on “The Benefits of Biblically Responsible Investing” with Roger Stukkie, a Certified Kingdom Advisor.

Chapter 1

Introduction to Biblically Response Investing (BRI)

"For where your treasure is, there your heart will be also." — Matthew 6:21

At its core, Biblically Responsible Investing (BRI) isn’t just about avoiding investments in specific industries or companies that may not align with your Biblical teachings; it's also about proactively seeking investment opportunities that truly reflect your Christian values.

The three core components of BRI are growth, purpose, and value. Biblically responsible investing (BRI) goes beyond merely sidestepping "sin stocks." At its core, BRI is about championing ethical, community-focused companies that genuinely innovate, create real value, and lay the groundwork for the prosperity of future generations.

As a high-net-worth investor, BRI can allow you to align your investable assets with your deeply held beliefs. By doing so, you are laying a faith-based foundation for your wealth and making a profound statement about your values for your current family and future generations.

Those who employ BRI send a clear message about the importance of ethical business practices, potentially driving positive change in the priorities of the corporate world.

BRI also provides an avenue for ensuring your financial endeavors resonate with your spiritual journey, combining moral and financial strategies.

Chapter 2

Aligning Faith with Finances

"The plans of the diligent lead to profit as surely as haste leads to poverty." — Proverbs 21:5

In the vibrant city of San Antonio, where tradition and values run deep, aligning faith and finances is becoming a way of life for many. The Bible has always emphasized stewardship. In handling finances, aligning your beliefs with investment choices reflects good stewardship and faith.

For high-income earners like entrepreneurs, professionals, executives, and business owners, wealth shouldn’t be viewed as a symbol of success but as a testament to many of the blessings they've received and experienced in their careers. They use faith-based principles they hold dear to grow their wealth.

When you think about faith-integrated wealth management, it's about making choices consistent with your core beliefs. It's about investing in businesses and sectors of the economy that uphold the same values you cherish. It means ensuring that your earnings, savings, and investments reflect the ethics and teachings of your faith.

As a high-income-earner in San Antonio, you have the unique opportunity to use your wealth to foster positive changes driven by your spiritual convictions. With the proper guidance, you can strike a balance that nurtures your financial future and core spiritual beliefs. It's not just about prosperity; it's about a sense of purpose and accomplishment.

This scripture reinforces the idea of diligent, thoughtful planning. By aligning your finances with your faith, you're diligently planning for a future that doesn't compromise your beliefs, ensuring that your results aren't just monetary but also spiritual.

Download our popular eBook: “Biblically Responsible Investing: Feel Good About Your Investments.”

Chapter 3

The Path to Righteous Wealth

"Whoever trusts in his riches will fall, but the righteous will thrive like a green leaf." — Proverbs 11:28

This scripture underscores how you can thrive materially and spiritually by integrating BRI.

Wealth isn’t merely a reflection of your financial success. It's a testament to the values and principles you hold dear. As a successful individual, it's essential to remember that wealth accumulation is more than just numbers in a brokerage account; it's about creating a legacy for your family and community aligned with your most cherished beliefs.

Incorporating faith into wealth management doesn't have to mean sacrificing financial growth. On the contrary, it's about striking a harmonious balance between the material and the spiritual. It's about ensuring that every investment, every financial decision, mirrors the righteousness of our journey.

By embedding values into your wealth management strategies, the PAX Financial team can elevate your financial journey and pave the way for a more purpose-driven and fulfilled life.

Life is choices, and we are accountable for our choices.

Remember, true prosperity in San Antonio isn't measured just by the wealth you amass but by how that wealth is consistent with your deeply held beliefs and values.

Chapter 4

How to Find a CFP® Who Practices BRI Principles

"In their hearts, humans plan their course, but the LORD establishes their steps." Proverbs 16:9 reminds us that while you can create intentions and seek professionals who are active practitioners of your beliefs, God's guidance will ultimately lead you to the right choice.

Finding the right San Antonio CERTIFIED FINANCIAL PLANNER™  (CFP®) who can help you create a BRI wealth management plan can help ensure that your financial goals align with your deeply held values. For those in San Antonio who are high-earners and devout in their faith, locating a CFP® who practices Biblical Responsible Investing (BRI) principles is paramount. 

Here are some steps to ensure you’re partnering with the right professional:

  • Be direct: Don’t be shy. When meeting a potential advisor, ask if they’re familiar with BRI and if they've implemented it in their financial planning strategies. Perhaps you ask them a few test questions to measure the depth of their BRI commitment.
  • Research: Before settling on an advisor, do your due diligence. Look for client reviews and check the content on their websites for content consistent with BRI beliefs and faith-based investing.
  • Network: Tap into local faith-based organizations or online forums that reflect your values. 

As you embark on this journey to find a CFP® in San Antonio who embodies BRI principles, prioritize open conversations about your faith. Look for advisors who understand the mechanics of wealth management but appreciate the sanctity of blending your faith with your financial goals. Your values should be reflected in your values, and with the right CFP®, it can be.

Chapter 5

Navigating Ethical Choices: The Role of BRI in Financial Planning

"Let us not grow weary of doing good, for in due season we will reap if we do not give up." — Galatians 6:9

BRI emphasizes more than wealth growth.  It focuses on the morality of our choices. Think of it as a moral compass that helps guide you to make choices that are profitable, ethical, and consistent with biblical teachings.

Traditional financial planning focuses primarily on rates of return and pursuing long-term financial goals, but BRI takes it a step further. It considers where your money is being invested, ensuring it supports companies and endeavors that uphold your biblically based values. 

By doing so, you're building wealth and making a positive impact that aligns with your faith and beliefs.

But, as noted, BRI doesn’t mean sacrificing returns. 

With the proper guidance, you can strike a positive balance between solid financial returns and spiritual integrity. It's about making informed, conscious decisions that blend your financial aspirations and spiritual values. As a San Antonio high earner, you don't have to compromise. With BRI in your financial planning toolkit, you can remain true to your faith while ensuring a prosperous future.

Chapter 6

What is a Certified Kingdom Advisor®?

"Without counsel plans fail, but with many advisers they succeed." — Proverbs 15:22

As the demand for BRI investing increases, some financial professionals have obtained the Certified Kingdom Advisor ® certification.  

A Certified Kingdom Advisor® is more than just a financial guide; they're trained professionals who blend solid financial planning practices with biblical stewardship principles. This certification is a beacon of trust for those who want their wealth managed in ways consistent with their beliefs.

Imagine a financial roadmap that doesn't just focus on numbers but is also deeply rooted in purpose. By working with a San Antonio Certified Kingdom Advisor®, you're making wise financial decisions and ensuring your wealth resonates with the values you hold dear. It's a harmonious blend of prosperity, faith-based principles, and purpose.

About PAX Financial Group

When was the last time you reflected on the ethics behind your investments? You may be invested in companies that don’t reflect your values or core beliefs. They may even contradict your beliefs.

As a team of financial professionals who respect Judeo-Christian beliefs, we help successful individuals and families implement Biblically Responsible Investing solutions to ensure your investments mirror your Biblical beliefs and values.

At PAX, we see beyond the spreadsheet. Your financial figures are important but merely a chapter in your bigger life story. It’s not just about amassing wealth; it’s about realizing the values, beliefs, and goals those numbers can unlock. We invite you to connect with us to learn more about our BRI services.

This material is provided by PAX Financial Group, LLC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. 

Please note: Investing involves risk, and past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. 

This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All market indices discussed are unmanaged and are not illustrative of any particular investment. Indices do not incur management fees, costs and expenses, and cannot be invested directly. All economic and performance data is historical and not indicative of future results.

Biblically Responsible Investing(“BRI”) involves, among other things, screening for companies that fit within the goal of investing in companies aligned with biblical values. Such screens may serve to reduce the pool of high-performing companies considered for investment. Investing involves risk. BRI investing does not guarantee a favorable investment outcome.

PAX Financial Group has conducted due diligence for their Biblically Responsible Investing (BRI) process and proudly serves as each client’s advocate using fully vetted third-party specialists for the administration of BRI methodology.


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