Business
Oct 1, 2025

Why More Advisors Are Turning to Faith Based Investing and What’s Holding Them Back

The conversation around values based investing is no longer optional. It is essential.
Why More Advisors Are Turning to Faith Based Investing and What’s Holding Them Back

In my conversations with advisors across the country, one thing is becoming increasingly clear: the conversation around values based investing is no longer optional. It is essential.


At Inspire, we have seen a rising interest in faith based investing (FBI), not just from investors, but from the advisors who serve them. Many are feeling a growing tension between the portfolios they manage and the principles they or their clients deeply care about. This shift is not driven by politics or marketing trends. It is driven by conviction.


The Pain Beneath the Portfolio


Here are the real world pain points I hear over and over again:

  • “My clients are asking tough questions.” Advisors are being asked what their clients’ money is actually supporting. When there is no clear answer, or worse, when it is misaligned, it can erode trust.
  • “This doesn’t sit right with me.” Advisors with strong faith convictions often feel uncomfortable recommending investments in companies that contradict those values. It creates a misalignment that quietly affects their professional fulfillment.
  • “I need to stand out.” In a competitive marketplace, many advisors are looking for a differentiated, mission aligned offering that builds lasting loyalty. Faith based investing offers that opportunity.
  • “I don’t want to lose clients over this.” Some advisors have already seen client relationships strained or even lost because they did not offer values aligned investment options when they were expected.

These are not surface level concerns. They are rooted in something deeper, and they are pushing more advisors to consider faith based solutions seriously.

What Holds Advisors Back


Yet, despite the felt pain and the increasing client demand, many advisors hesitate to move forward. When we take the time to unpack why, here is what we usually hear:

  • Performance concerns. “Will these portfolios perform?” This is a valid question. The truth is, faith based portfolios can perform on par with traditional strategies when constructed well.
  • Compliance confusion. “Can I recommend this as a fiduciary?” Yes—fiduciaries may consider a client’s values when making investment recommendations, provided those recommendations are in the client’s best interest and consistent with their stated objectives, risk tolerance, and investment profile.
  • Fear of alienation. “Will this offend my clients?” The key is in the approach. Offering faith based investing is not about imposing beliefs. It is about aligning with the client’s values and giving them transparent options.
  • Lack of clarity. “Where do I begin?” That is where Inspire steps in. With a biblically responsible screening process and comprehensive advisor support, we make it simple to integrate FBI into your practice without disrupting your current structure.


A Better Path Forward


Faith based investing starts with moral alignment, but it doesn't end there. FBI offers a higher level of engagement, building deeper trust, and helping advisors grow a practice that reflects their principles and their clients’ expectations.

If you have felt that internal conflict or client pressure, you are not alone. The good news is that you do not have to compromise. There is a better path available. Let’s talk about how to bring alignment, performance, and purpose together in your practice.

Take a look

No items found.
Share this article
*Advisory Services are offered through Inspire Investing, LLC, a Registered Investment Adviser with the SEC. All expressions of opinion are subject to change. This article is distributed for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Investors should talk to their financial advisor prior to making any investment decision.

This article is intended solely for use with sophisticated investors, financial professionals, or institutional clients who are familiar with the limitations of financial projections and forward-looking investment models. It is not intended for retail distribution.

All return expectations, capital market assumptions, and hypothetical portfolio outcomes presented are illustrative, based on proprietary models and current market conditions as of the date noted. These projections are not guarantees of future performance, and actual results may differ materially due to various risks and uncertainties, including changes in market conditions, interest rates, inflation, and geopolitical events.Hypothetical performance results have inherent limitations and are based on assumptions that may not reflect actual trading or investor experience. These projections do not represent actual client accounts, nor are they intended to indicate future performance of any specific strategy or product. Inspire does not represent that any account will achieve results similar to those shown.

The strategic portfolio allocations discussed may include investments in proprietary Exchange Traded Funds (ETFs) advised by Inspire Investing, LLC. Because Inspire receives management fees from these funds, a conflict of interest exists. Inspire seeks to mitigate this conflict through policies and procedures designed to ensure that recommendations are made in the best interest of clients and based on their unique objectives and risk tolerance. Additional information about this conflict is available in Inspire’s Form ADV Part 2A, available at www.adviserinfo.sec.gov.

Investment decisions should be made based on individual goals, time horizons, and risk tolerance. No portion of this article should be interpreted as personalized investment, legal, or tax advice. Please consult a qualified financial professional before implementing any investment strategy.
Advisory services are offered through Inspire Investing, LLC, a Registered Investment Adviser with the SEC. All expressions of opinion are subject to change without notice and are provided for informational purposes only. Nothing in this article should be construed as an offer, solicitation, recommendation, or endorsement of any particular security, strategy, or investment product. Investing involves risk, including the potential loss of principal. Please consult your financial advisor before making any investment decision. Inspire Investing integrates biblical principles into its investment philosophy through a Biblically Responsible Investing (BRI) approach. This values-based methodology reflects Inspire's interpretation of Scripture and may not align with the views or beliefs of all investors.
This content is provided for educational and informational purposes only and should not be considered personalized investment advice. Inspire does not provide legal, tax, or accounting advice. Please consult your own advisor regarding your specific situation.
Inspire Investing, LLC serves as the investment adviser to certain proprietary ETFs used in Inspire portfolios. Inspire receives management fees from these ETFs, creating a potential conflict of interest. Inspire seeks to mitigate this conflict through policies and procedures that ensure recommendations are made in clients' best interests and consistent with their unique goals and risk profiles. Additional details can be found in Inspire's Form ADV Part 2A.
Past performance is not indicative of future results. All performance figures referenced herein are historical and may not reflect current or future market conditions. Actual investor outcomes may vary. There is no assurance that any investment strategy will achieve its objectives or avoid losses.
Approval Code:
86aaaub8c
Envelope Icon
Subscribe to the Inspire Investing blog
Get the latest cutting edge thought leadership and research on impact investing, biblically responsible investing (BRI) and the value of biblical principles in business and life.
Latest in
Business
All Articles
Start investing today
Start biblically responsible investing today
Our Services
Inspire featured in
Wall Street JournalNew York TimesBarronsBusiness InsiderRecruitersYahoo!BloombergFinancial Times
(877) 658-9473inspire@inspireinvesting.com
Why More Advisors Are Turning to Faith Based Investing and What’s Holding Them Back
Business
Oct 1, 2025

Why More Advisors Are Turning to Faith Based Investing and What’s Holding Them Back

The conversation around values based investing is no longer optional. It is essential.
inspireinvesting.com/post/
why-more-advisors-are-turning-to-faith-based-investing-and-whats-holding-them-back

In my conversations with advisors across the country, one thing is becoming increasingly clear: the conversation around values based investing is no longer optional. It is essential.


At Inspire, we have seen a rising interest in faith based investing (FBI), not just from investors, but from the advisors who serve them. Many are feeling a growing tension between the portfolios they manage and the principles they or their clients deeply care about. This shift is not driven by politics or marketing trends. It is driven by conviction.


The Pain Beneath the Portfolio


Here are the real world pain points I hear over and over again:

  • “My clients are asking tough questions.” Advisors are being asked what their clients’ money is actually supporting. When there is no clear answer, or worse, when it is misaligned, it can erode trust.
  • “This doesn’t sit right with me.” Advisors with strong faith convictions often feel uncomfortable recommending investments in companies that contradict those values. It creates a misalignment that quietly affects their professional fulfillment.
  • “I need to stand out.” In a competitive marketplace, many advisors are looking for a differentiated, mission aligned offering that builds lasting loyalty. Faith based investing offers that opportunity.
  • “I don’t want to lose clients over this.” Some advisors have already seen client relationships strained or even lost because they did not offer values aligned investment options when they were expected.

These are not surface level concerns. They are rooted in something deeper, and they are pushing more advisors to consider faith based solutions seriously.

What Holds Advisors Back


Yet, despite the felt pain and the increasing client demand, many advisors hesitate to move forward. When we take the time to unpack why, here is what we usually hear:

  • Performance concerns. “Will these portfolios perform?” This is a valid question. The truth is, faith based portfolios can perform on par with traditional strategies when constructed well.
  • Compliance confusion. “Can I recommend this as a fiduciary?” Yes—fiduciaries may consider a client’s values when making investment recommendations, provided those recommendations are in the client’s best interest and consistent with their stated objectives, risk tolerance, and investment profile.
  • Fear of alienation. “Will this offend my clients?” The key is in the approach. Offering faith based investing is not about imposing beliefs. It is about aligning with the client’s values and giving them transparent options.
  • Lack of clarity. “Where do I begin?” That is where Inspire steps in. With a biblically responsible screening process and comprehensive advisor support, we make it simple to integrate FBI into your practice without disrupting your current structure.


A Better Path Forward


Faith based investing starts with moral alignment, but it doesn't end there. FBI offers a higher level of engagement, building deeper trust, and helping advisors grow a practice that reflects their principles and their clients’ expectations.

If you have felt that internal conflict or client pressure, you are not alone. The good news is that you do not have to compromise. There is a better path available. Let’s talk about how to bring alignment, performance, and purpose together in your practice.

inspireinvesting.com/post/
why-more-advisors-are-turning-to-faith-based-investing-and-whats-holding-them-back