Wealth Management

With expert advisors and data-driven insights, we help you grow, protect, and optimize your wealth for long-term success. Take control of your financial future with a tailored approach that prioritizes your success.

Smart Wealth Management, Personalized for You

NCFA is a trusted partner in personalized wealth management, helping individuals and families build, protect, and sustain their financial future. With decades of experience and a commitment to data-driven strategies, we craft customized investment solutions that go beyond generic financial advice. Our approach prioritizes transparency, risk management, and long-term growth, ensuring every client receives tailored guidance that aligns with their unique financial goals. Whether you’re planning for retirement, growing your investment portfolio, or securing your legacy, NCFA provides the expertise and support you need to succeed.

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Private Wealth Management

Our Private Wealth Management division serves as a trusted steward of high-net-worth individuals, families, and select non-profit organizations, providing sophisticated solutions to preserve and grow wealth across generations.

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The NCFA Advantage: Our Private Wealth Management Approach

Your journey with NCFA Private Wealth Management begins with an in-depth discovery process. We engage in meaningful dialogue to understand not just your financial objectives, but your values, aspirations, and legacy goals. Our experienced advisors conduct a thorough analysis of your financial profile, lifestyle requirements, and risk tolerance to create a customized wealth management strategy.

Drawing upon NCFA’s vast intellectual capital and global network, we implement your strategy through:

  • Strategic and tactical asset allocation optimized for your objectives
  • Diverse investment solutions spanning cash management, fixed income, and equity portfolios
  • Fee-only tax-deferred annuities are among the tax-efficient structures available.
  • Exclusive private banking services

We’ll support you throughout, offering helpful advice and adjusting your investment strategy to match your changing goals and the market.

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Our firm's Motto:

The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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We're Here to Serve and Advise

Get in touch with NCFA for expert financial guidance and personalized support. We’re here to help you achieve your goals with ethical, sustainable solutions.

Our firm's Motto:

The best of people are those who benefit others the most

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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