Invest with Your Faith

I’m Terry O’Grady, and I believe your money should reflect your Christian values. My Biblically Responsible Investing (BRI) service builds portfolios that honor God, skipping companies that clash with your beliefs. I handle the details so you can focus on living your Tampa life, stress-free.

What Is BRI?

BRI means investing in companies that align with Biblical principles—think no gambling, alcohol, or practices that don’t honor God. I screen funds to match your values, building a portfolio that grows your wealth while staying true to your faith. It’s all God’s anyway—I’m just here to manage it well.

How I Make It Easy

I do the heavy lifting: researching funds, filtering out the bad apples, and tweaking your portfolio to keep it on track. Whether you’re a retiree, business owner, or planning a legacy, I tailor your investments to your goals and beliefs. Want a secular portfolio instead? I’ve got that too.

Why It Matters

Your investments are more than numbers—they’re a reflection of what you stand for. As a CFP® professional and fiduciary, I’m committed to putting your interests first, with no sales pitches or quotas. Based in Tampa, I’m here to guide you with honesty and a touch of Sunshine State charm.

Ready to invest with purpose? Let’s talk!

Investing involves risk. Consult a qualified financial advisor before making decisions.