Is Your Portfolio Aligned with Your Values?
Get your free Faith & Finance Score™ to see how your investments measure up — and what you can do to align them with your beliefs.
Your free Faith & Finance Score is provided by Aquinas Wealth Advisors, a nationally recognized catholic wealth management company.
As featured on national media outlets for their expertise and unique perspective.
What Is the Faith & Finance Score?
The Faith & Finance Score is a unique tool developed by Aquinas Wealth Advisors that provides a complete picture of how well your investment portfolio aligns with your Catholic beliefs. Unlike generic faith-based ETFs, our score dives deep into each asset to uncover conflicts and opportunities for alignment.
This proprietary score combines:
- Portfolio Performance: A clear benchmarked return analysis of your current holdings
- Faith Alignment: A detailed screen for support of abortion, Planned Parenthood, contraceptives, adult content, and more
And it’s 100% free to get started.
Your custom Faith & Finance Score report includes:
- A letter-grade score from A to F
- A breakdown of moral misalignments (e.g., investments in companies supporting abortion or stem cell research)
- Performance comparison to the S&P Target Risk Moderate Index
- Specific companies identified and explained
Why Aquinas Wealth Advisors?
At Aquinas, we go beyond faith-based investing — we personalize Catholic wealth management:
- Custom Portfolios — No one-size-fits-all mutual funds
- Transparent Screening — We show exactly why an investment doesn’t align
- Faith-Driven Advocacy — We inform companies when we divest and why
“We don’t just screen out bad investments. We speak out against them.” – Chris McMahon, CEO & President of Aquinas Wealth Advisors.
We proudly serve faithful Catholics with full-service financial planning, retirement strategies, and institutional management.
Trusted by the Faithful
Aquinas Wealth Advisors is guided by a team of experienced financial professionals and faithful Catholics who understand the unique values that shape your decisions. Our advisory board includes respected leaders in both the Church and the financial world, ensuring our guidance remains true to Catholic teaching. As an independent investment advisory firm, we combine transparency, expertise, and accountability. Whether you’re planning for retirement, managing family wealth, or overseeing institutional assets, you can trust Aquinas to steward your resources with both skill and conviction.
About Catholic Wealth Management and Faith-Based Investing
Faith-based investing is more than avoiding companies involved in abortion or adult entertainment — it’s about ensuring every dollar aligns with your deeply held beliefs. Catholic wealth management means managing your resources with a commitment to stewardship, moral clarity, and eternal purpose. At Aquinas Wealth Advisors, we provide bespoke portfolios that reflect the teachings of the Church while still aiming for competitive performance. We don’t offer cookie-cutter mutual funds — we craft personalized strategies for families, individuals, and Catholic institutions. Our screening process looks deeply at each investment’s moral implications, ensuring transparency and full disclosure.