Faith-Based Investing: The Questions Advisors Ask Us – Praxis Investment Management – 10.27.26

Summary:

Last year more than 60,000 people came to Kingdom Advisors looking for a financial advisor who shares their faith—while Praxis research finds only 9% of advisors raise faith-based investing with clients themselves.

In this conversation-style session, Praxis Investment Management hosts two Kingdom Advisors leaders for the questions advisors actually bring them:

• Is this a real market, and are serious firms in it?
• How do I raise it with my client base — one client at a time, or as a firm decision?
• What’s practical in a portfolio?
• And what do clients want to hear about impact, including the intersection of faith, women and wealth, and generosity?

This session draws on Kingdom Advisors’ view across the advisory industry and three decades of Praxis stewardship investing, the session closes with how Praxis is meeting the need.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Mark is Vice President of Stewardship Investing for Praxis. Mark has been involved in the field of ethical and socially responsible investing for over 25 years. He oversees the work Praxis does in socially responsible and impact investing, including investment screening, proxy voting, corporate engagement and community investing. He works with products and programs throughout the firm to strengthen their creative integration of faith and finances.

Sharon Epps is the President of Kingdom Advisors. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries and Generous Church. She is also a cofounder of Women Doing Well. Sharon’s passion is to energize stewardship and generosity through highly leveraged leaders.

Luke Bolton serves as Executive for Strategic Relationships at Kingdom Advisors, where he focuses on institutional relations and faith-based investing. Luke began working in the financial services industry at Securian Financial’s corporate headquarters and then as Director of Operations at WaterRock Financial, where he supported a team focused on generosity and investing for impact. Luke supported the LPL/Kingdom Advisor Community as they developed a set of faith-based investing models that were launched in 2022. He continues to support industry leaders and large firms as they engage with faith-focused financial advice and investing.