What if the most important factor in choosing a financial advisor isn’t performance alone, but alignment?
Many people assume the primary role of a financial advisor is to maximize returns. While wise investing certainly matters, new research suggests something deeper may be at work. When financial advice aligns with your values, it doesn’t just affect your portfolio—it can reshape how you think about money altogether.
That was the focus of today’s conversation with Sharon Epps, president of Kingdom Advisors, who shared insights from a new study conducted in partnership with Pinkston Research.
