Advisor Registration

  • Membership Agreement

    I have read the full terms of agreement.



  • Statement of Faith

    Christian Wealth Management, LLC (“CWM”) is a Christian faith-based organization, whose mission is to equip a community of successful, biblical financial advisors to inspire transformation for God’s glory througho{entry_id}ut the world. We believe that to carry on this religious mission, to preserve the function and integrity of our faith-based services as a company, and to provide a biblical role model to our clients, staff, colleagues and the world, it is imperative that all persons who associate with CWM should abide by and agree to the following statements and conduct themselves in accordance with them. Association with CWM in any capacity, including volunteer activities, is contingent upon an individual’s agreement with and consent to abide by CWM’s Statement of Christian Belief and Conduct as detailed in the statements below. Failure to abide by this Statement of Christian Belief and Conduct is grounds for termination of the relationship with CWM.

    The Godhead – We believe in the one God, eternal and existing in three persons Father, Son, and Holy Spirit. (1 John 5:4-6)

    The Bible – We believe the Bible to be the inspired, the only infallible, authoritative Word of God. (2 Timothy 3:16)

    Jesus Christ – Jesus Christ is Lord. We believe in His deity, His Virgin birth, His life with no sin, His miracles, His vicarious and atoning death through His shed blood, His bodily resurrection, His ascension to the right hand of the Father, and His personal return in power and glory. (1 Corinthians 15:3; 1 Peter 2:21-30; John 3:16)

    Salvation – We believe that for the salvation of lost and sinful people, regeneration by the Holy Spirit is absolutely essential. (Titus 3:5)

    Restoration – We believe in the restoring and atoning power of the blood of Jesus. (Matthew 26:28, Hebrews 9:22)

    Holy Spirit – We believe in the Holy Spirit and that He indwells all believers, enabling us to live godly lives. (John 14:16, Acts 1:5,8, Acts 2:2-4, Galatians 5:22)

    The Church – We believe in one Holy Church. (Ephesians 5:27)

    Water Baptism – We believe baptism with water is for the circumcision of the heart as a direct commandment of the Lord for believers. (Romans 6:4, Colossians 2:12)

    Baptism of the Holy Spirit – Baptism of the Holy Spirit is a gift from God as promised by the Lord Jesus to all believers. (Matthew 3:11-12, Acts 1:8, 2:4)

    The Resurrection – We believe in the resurrection of both the saved and the lost; they that are saved unto the resurrection of life and they that are lost unto the resurrection of damnation. (John 5:24, 28-29; Matthew 25:46)

    Marriage – Marriage is ordained by God and revealed in Scripture as exclusive covenantal union of one man and one woman in a lifelong commitment. We will only recognize this biblical definition of marriage. (Matthew 19:4-6; Hebrews 13:4)

    Human Sexuality – Sexual relations are to be exercised solely within the union of a biblical marriage. Sexual activity outside of marriage (including adultery, premarital sex, homosexuality and pedophilia) are inconsistent with Biblical holiness. Lascivious conduct, transgender behavior, sexual harassment and pornography, are also incompatible with the Christian faith. We believe that God wonderfully and immutably creates each person as male or female. Rejection of one’s biological sex is a rejection of the image of God within that person. (Romans 1:24-27; 1 Corinthians 6:9-11; 1 Thessalonians 4:3)

    Unity – We do believe in the spiritual unity of believers in our Lord Jesus Christ and we seek community together to become more Christ like in every way. Christ is the Head of His body, the Church. (Ephesians 4:15-16) 



  • Sanctity of Human Life

    We believe that all human life is sacred and created by God in His image. Human life is of inestimable worth in all its dimensions, including pre-born babies, the aged, the physically or mentally challenged, and every other stage or condition from conception through natural death. We are therefore called to defend, protect, and value all human life. (Ps 139.)



  • Biblically Responsible Investing (BRI)

    The practice of Biblically Responsible Investing is central to the mission of CWM. We believe that BRI is an essential component of biblical stewardship, and is clearly taught in the scriptures (Eph. 5:22; Prov. 16:8; Deut. 23:18). As such, CWM believes it is the stewardship responsibility of Christian financial advisors to recommend BRI investments whenever possible as good stewards of the influence God has given them as financial advisors.



  • BEST Values

    We believe that good business and good values go hand in hand, and here at CWM our BEST Values drive everything we do:

    • Blessing: We work hard to be a blessing to our clients, the world, our team, our God and His Church.
    • Excellence:Our clients and our God deserve our best, so we strive for excellence in everything: service, performance, planning and Christian character.
    • Stewardship: God owns it all. We manage His resources according to His values for His glory.
    • Transformation: We work hard to inspire positive financial, cultural and spiritual transformation by advancing the Biblically Responsible Investing movement and promoting biblical financial principles.


  • Final Authority for Matters of Belief and Conduct

    The statement of faith does not exhaust the extent of our beliefs. The Bible itself, as the inspired and infallible Word of God that speaks with final authority concerning truth, morality, and the proper conduct of mankind, is the sole and final source of all that we believe. For purposes of CWM’s faith, doctrine, practice, policy, and discipline, the Board of Directors is CWM’s final interpretive authority on the Bible’s meaning and application.