Your convictions
Start with the Christian principles and stewardship questions that matter to you. A meaningful conversation listens before it assumes how any one investor should apply faith to a financial decision.
BRI Investing
Biblical Financial Advisor for BRI Portfolios
Bring Christian convictions, careful portfolio decisions and the future you are building into the same conversation.
Start With Stewardship
Ask how the investments you own connect with the convictions you live by.
Looking for a Biblical financial advisor often begins with a personal question. You may want your investments to reflect the Christian principles that guide your family, work and generosity, yet still want clear, disciplined advice about the money you have worked hard to save. Those are not competing concerns. They are parts of the same decision.
At BRI Investing, an MRA advisor can help you explore Biblically Responsible Investing as one part of your financial life. The conversation starts with what matters to you, then considers the accounts you own, the role each account serves and the practical factors that shape any portfolio decision. Your time horizon, income needs, comfort with market movement, liquidity, costs and goals all remain important.
A Biblical approach does not mean applying a label to a portfolio and treating the work as finished. It means being specific about the principles you want considered, understanding the investment approach and taking the time to see whether it fits your circumstances. For some people, that begins with a retirement account. For others, it may be a taxable portfolio, an inherited account or a desire to look more closely at funds that have been in place for years.
The aim is a more informed next step. You may decide a BRI portfolio deserves a closer look, that more information is needed or that your current approach still serves your needs. A thoughtful advisor conversation should make room for all three outcomes.
What The Conversation Covers
A values-led portfolio still needs a practical foundation.
Your current picture
Review the accounts, investments and responsibilities already in place. Knowing what each account is meant to support can prevent a decision about one holding from overlooking the rest of your financial life.
The BRI approach
Understand the screening lens, portfolio construction and ongoing review behind Biblically Responsible Investing. Clear explanations make it easier to evaluate whether the approach reflects the priorities you have named.
Your portfolio fit
Consider risk capacity, diversification, costs, liquidity and time horizon. These questions remain essential because a values-led portfolio must still be appropriate for the person and goals it is designed to serve.
Biblical Principles, Applied Clearly
Know what a BRI portfolio is designed to consider.
MRA’s Biblically Responsible Investing process seeks to avoid or reduce exposure to companies involved in business activities that conflict with the Biblical principles applied to the portfolios. Those areas include abortion, human exploitation, sexuality-related activities inconsistent with the screening methodology, cannabis, alcohol, tobacco and gambling.
That level of clarity matters. Broad terms such as values-led or faith-based can mean different things depending on the advisor, manager or fund. A Biblical financial advisor conversation should let you ask what the portfolio is intended to screen, how the information is used and what the process can reasonably accomplish.
It should also be candid about what screening cannot do. Company activity can change, available information can be incomplete and pooled investments can make direct control over every holding impractical. A values screen may also affect exposure to particular sectors, companies or regions. It does not remove normal market risk, and it does not guarantee that a portfolio will meet every investor’s personal interpretation at every moment.
Those limits do not make the work less meaningful. They make a disciplined process more valuable. By discussing the principles, the portfolio and the tradeoffs together, you can make a decision that respects both your convictions and your responsibility to understand the investment choices in front of you.
A Measured Next Step
Move from questions to a clearer view of your options.
- Gather what you have
- Describe what matters
- Review risk and portfolio fit
- Decide what deserves follow-up
Bring investment statements, account information and the questions already on your mind. Note what each account is meant to support, whether that is retirement, future income, family priorities, charitable intentions or another important goal.
Talk through the Christian principles you want considered and the decisions that feel most pressing. Then explore how the BRI approach may work alongside your time horizon, liquidity needs, other assets and ability to remain invested through changing markets.
A clearer view of the questions, information and suitability review needed before an individual portfolio recommendation is considered is a useful next step in itself.
Who This May Help
Consider a Biblical financial advisor when conviction and portfolio discipline both matter.
This conversation may be useful if you want more than a familiar phrase attached to your investments. You may be looking for a clear account of how Biblical principles are considered, a candid discussion of investment tradeoffs and an advisor relationship that starts with your actual circumstances.
- You want Christian convictions considered more intentionally in the investments you own.
- You are reviewing retirement, taxable or inherited accounts and want to understand the full picture.
- You want to learn how the BRI screening approach relates to risk, diversification and portfolio construction.
- You are weighing a change and want your goals, liquidity needs and time horizon considered first.
- You value ongoing review as your family, responsibilities and priorities change over time.
BRI Investing is a service of MRA Advisory Group. It is not an investment solution for every investor. An individual recommendation is considered only after the appropriate suitability process, including a review of objectives, time horizon, risk profile, liquidity needs and other relevant circumstances.
For a fuller introduction to the approach, explore the WealthBuilder BRI Investment Guide. If you are ready to discuss your own accounts and questions, an MRA advisor can help you decide what deserves a closer look.
Frequently Asked Questions
Start with the questions you already have.
What does a Biblical financial advisor help with?+
A Biblical financial advisor conversation can help you consider how Christian convictions relate to the investments you own and the decisions ahead. At BRI Investing, that conversation focuses on Biblically Responsible Investing alongside your objectives, time horizon, risk profile, liquidity needs and the purpose of each account.
Does Biblical financial advice mean every financial decision has one answer?+
No. Investors can share broad Christian commitments while applying them differently. A useful conversation makes room for the principles that matter to you, explains the BRI approach clearly and considers whether it fits your particular circumstances.
What should I bring to an advisor conversation?+
Bring the questions, accounts and statements you already have, along with any retirement, income, family or charitable priorities that shape your decisions. A clear starting picture helps identify what deserves closer attention.
Can a BRI portfolio still be diversified?+
Diversification remains important, but a values screen can affect the available investment universe and exposures within a portfolio. It does not guarantee a profit or protect against loss. The appropriate mix depends on your circumstances and objectives.
How is a recommendation made?+
An individual portfolio recommendation is considered only after the appropriate suitability process, including a review of your objectives, time horizon, risk profile, liquidity needs and other relevant circumstances.
A Conversation About BRI
See whether a Biblical approach belongs in your plan.
Bring the questions, accounts and priorities already on your mind. An MRA advisor can help you explore whether Biblically Responsible Investing fits your circumstances.
Meet an advisor