Advisors Forum

Kingdom Advisors (KA) provides advocacy, training, and community for financial professionals who are specialists in offering biblically wise advice. KA also offers distinction to its advisors by granting the Certified Kingdom Advisor® designation. KA is committed to serving advisors along their unique journeys of faith/work integration.

The vision of Kingdom Advisors is to serve the public by creating a recognized and credible specialty of Christian financial, legal, and accounting professionals within the financial services industry offering biblically wise financial advice.

  • Advocacy: serve as the primary industry advocate for the specialty of biblically wise financial advice.
  • Training: train our members to integrate their faith and practice through a vast array of member offerings and experiences.
  • Community: connect members by facilitating networking, accountability, and encouragement among like-minded peers.
  • Designation: certify financial professionals who earn the Certified Kingdom Advisor® designation, the gold standard for advisors who offer biblically wise financial advice.

Kingdom Advisors Charlotte

Our Charlotte community began meeting together in 2005 and has grown and evolved into the new Advisors Forum study group, meeting monthly and providing CE/CFP credit. Financial advisors, CFPs, money managers, CPAs, attorneys, bankers, investment bankers, and other professionals from around our city meet on the second Tuesday of each month at The Levine Museum of the New South 7:00AM – 8:30AM in an interactive, small-group setting led by a trained Kingdom Advisors member. It is a forum for relevant spiritual, financial, and business-building topics focused on practical application. The teaching is provided by Kingdom Advisors faculty of seasoned financial professionals and trainers and the local meeting is led by local members.

Visit the Kingdom Advisors website for more information.

 

Kingdom Advisors Raleigh

Our Raleigh community holds multiple monthly Kingdom Advisors study groups. Visit the Kingdom Advisors website to find a location near you.

 

Special Event - March 1, 2018

You are invited to join 200 other financial professionals on Thursday, March 1st, 2018 at 11:30 a.m. as we explore what it would look like for you and for your clients as you increasingly integrate your faith into your professional practice. A core group of local colleagues have planned a complimentary lunch featuring a moderated discussion between Ron Blue (retired CPA, financial advisor, and founder of Kingdom Advisors) and J.D. Greear (Pastor of The Summit Church in Raleigh).

This free event is open to financial advisors, estate planning attorneys, CPAs, and similar professionals from the Triangle area, but please take the time to register. For more information and to register, you can click here.

Also consider fellow professionals that might like to start this journey and invite them to join you.  We hope to see you there!

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1 Billy Graham Parkway
Charlotte, NC 28201
704.716.2900 phone
704.716.2901 fax
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