Trusted Catholic Advisors
Find a Trusted Catholic Advisor whose advice reflects your faith.
Help your family become good and faithful stewards of God’s gifts.
You are looking for an advisor who shares your faith, is the gold standard in their profession, and integrates Catholic teaching into how they advise. Advisors like that are rare. Trusted Catholic Advisors exists to help your family find one.
Start with an advisor who listens to your family, your priorities, and the legacy you hope to leave.
Be introduced only to advisors who meet our published Catholic certification standard.
Get matched based on your stage of life, your priorities, and how you want your faith reflected in your plan.
Your family's information is held in confidence. Never sold. Shared only with the introductions you approve.
Get matched with a Trusted Catholic Advisor.
Up to three vetted matches, each with full credentials. Most families begin with a simple introductory conversation to discern fit, priorities, and next steps. When you reach out, please include:
Whether you are looking for a financial advisor, an estate planning attorney, or both
Your stage of life and top priorities, such as investing, estate planning, or charitable giving
How you would like your Catholic faith reflected in your plan
Confidential. Held in confidence, never sold.
See our Privacy Policy for how we handle your information.
Our founders
The team behind Trusted Catholic Advisors.
Laura K. Meier, Esq.
Founder of Meier Law Firm, author of Guided by Grace (which carries the imprimatur of Bishop Kevin W. Vann), and recipient of the 2026 Bishop's Award for Exemplary Business Integrity.
Shannon Eusey
Co-founder of Beacon Pointe, one of the largest independent registered investment advisory firms in the country, with more than $62 billion in assets under management, and co-author of Your Dollars, Our Sense, which carries the imprimatur of Bishop Kevin W. Vann.
The problem
Most Catholic families already have advisors. Few have advisors who see the whole picture.
You may already have a financial advisor, estate planning attorney, CPA, insurance professional, or charitable strategy in place. Most Catholic families discover those pieces were never designed to work together around the faith they hope to live and pass on.
Your portfolio may not reflect your faith.
A typical portfolio includes companies whose business practices conflict with Catholic teaching on human life, family, and dignity. More than 1 in 10 dollars, on average, with roughly 50 companies in the S&P 500 failing Catholic investment screens.
A legal plan is not a Catholic family plan.
Most plans cover the documents. Few address whether your family, your wealth, and your end-of-life decisions remain guided by the teachings of the Church.
No one was helping the family see the whole picture. That does not mean your family has done anything wrong. Most Catholic families were never shown a way to integrate legal, financial, and stewardship decisions in one conversation.
That is why Trusted Catholic Advisors exists: vetted Catholic financial advisors and estate planning attorneys helping families steward wealth with clarity, coordination, and fidelity to their faith.
Investment data: USCCB Socially Responsible Investment Guidelines (2021); S&P 500 Catholic Values Index; CBIS Catholic Responsible Investing.
The standard
The standard every advisor must meet.
Every Trusted Catholic Advisor has met all nine points of our certification standard. They are certified, not simply listed in a directory. We introduce your family only to an advisor we would trust with our own family.
Vetted on three fronts
Shares your faith.
Personally Catholic or fully Catholic-aligned, and fluent in why it matters to your family.
The gold standard in their profession.
CFP, CFA, or CPA for advisors; ten or more years of estate planning specialty for attorneys.
Integrates Catholic teaching into how they advise.
USCCB Socially Responsible Investment screening and the Trusted Catholic Advisor certification, not values as an afterthought.
See the nine-point standard for Catholic financial advisors
Shares your faith. Catholic or fully Catholic-aligned, with an optional pastoral reference.
Recognized credential, in good standing. CFP, CFA, or CPA, with a clean record at FINRA, the SEC, or the state.
Acts as a fiduciary. Fee-based or fee-only, so the advice serves your family, not a commission.
Invests by Catholic standards. Screens your portfolio against the USCCB Socially Responsible Investment Guidelines.
Integrates Catholic teaching into the advice itself. Stewardship, giving, and legacy, not only screening.
Established track record. Has guided families through at least one full market cycle.
Coordinates your whole plan. Works with your estate planning attorney and other advisors so investing, planning, and giving move as one.
A certified Trusted Catholic Advisor. Completed the certification, vetted on this standard, not simply listed in a directory.
Re-vetted every year. With ongoing Catholic-stewardship formation.
See the nine-point standard for Catholic estate planning attorneys
Shares your faith. Catholic or fully Catholic-aligned, with an optional pastoral reference.
Licensed and in good standing. Active state bar license with a clean disciplinary record.
Transparent engagement terms. You know what your plan will cost before you begin.
Drafts Catholic-aligned estate planning documents. Including the Catholic Advance Health Care Directive.
Fluent in Catholic moral teaching. On end-of-life care, guardianship, sacramental dignity, and family stewardship.
Established track record. Ten or more years focused on estate planning (WealthCounsel or ACTEC preferred).
Coordinates your whole plan. Works with your financial advisor so your estate plan and your wealth plan move together.
A certified Trusted Catholic Advisor. Completed the certification (estate planning track), not simply listed in a directory.
Re-vetted every year. With ongoing Catholic-stewardship formation.
The standard published here is the standard every introduction meets.
How it works
Three steps. Two minutes.
Step 01
Tell us about your family
About two minutes. Your priorities, your stage of life, and how you want your faith reflected in the plan.
Step 02
We match you
Up to three vetted Trusted Catholic Advisors within one business day, with full credentials before any introduction.
Step 03
You decide
Begin with a simple conversation to discern fit. No obligation, and you can request a new match anytime.
What the right advisor makes possible
Legal, financial, practical, and spiritual, held together.
Most plans address one or two of these. The right advisor helps your family hold together all four, so the faith you live by is the same faith you hope to pass on.
Legal
Your family is protected, and your wishes are honored.
The people you trust can step in when it matters, and what you pass on carries your faith and your values, not just your assets.
Financial
Your money works for what you believe.
Investments aligned with your Catholic faith, without sacrificing diversification or your long-term goals.
Practical
When the hard day comes, your family knows exactly what to do.
A plan they can actually use, with the people you trust ready for their roles, so what they feel is your love and foresight, not confusion.
Spiritual
Your children inherit your faith, not only your wealth.
A legacy that passes on what you believe, so the next generation carries the witness, not just the inheritance.
Our story
Why Guided by Grace exists.
Laura K. Meier, Esq., a Catholic mother of four and estate planning attorney, kept meeting faithful families who had all the documents in place, yet still felt unsettled. Their legal plans protected their assets but rarely reflected what they actually believed about family, stewardship, end-of-life care, and the faith they hoped to pass on to their children.
Shannon Eusey saw the same problem on the financial side. As co-founder of Beacon Pointe, one of the largest registered investment advisory firms in the country, she watched Catholic families struggle to find financial guidance that treated faith as more than a side conversation.
Together, Laura and Shannon built Guided by Grace so Catholic families no longer have to navigate legal, financial, practical, and spiritual decisions through disconnected advice that never fully reflects their faith.
Laura’s Guided by Grace and Shannon’s Your Dollars, Our Sense both carry the imprimatur of Bishop Kevin W. Vann of the Diocese of Orange, a rare Catholic distinction recognizing that they faithfully present Catholic teaching on stewardship, family, and financial life.
Trusted Catholic Advisors is how that mission reaches families today: vetted Catholic financial advisors and estate planning attorneys helping families hold together their faith, their wealth, and the legacy they hope to leave behind.
“In a world that often prioritizes the material over the spiritual, let us remember our true purpose. Our decisions and preparations today are a testament to our faith and the love we have for our families.”
Bishop Kevin W. Vann, foreword to Guided by Grace.
Bishop's Award, Diocese of Orange, 2026.
Still exploring?
Learn more about Trusted Catholic Advisors.
What is a Trusted Catholic Advisor?
The three standards every advisor must meet, and how this differs from a directory.
Why finding the right advisor matters
The gap most Catholic families don't realize they have, and what changes when the right advisor brings investing, estate, and giving together.
How matching works
Three steps. One business day. What to expect in the first conversation.
Questions, answered
Everything families ask before getting matched.
- No. The match is offered for your consideration, and you decide what to do with it. Many families simply have an introductory conversation before deciding whether to make any change. If the first match is not the right fit, tell us and we will match you again. No cost, no pressure, no obligation. The promise is fit, not a sale.
When your family is ready
A coordinated Catholic plan starts here.
Without a Trusted Catholic Advisor
Drift.
Your portfolio quietly funds what your faith opposes.
Your advisor never asks about your faith, and you never bring it up.
The faith you live by at home never reaches the financial life you would pass on.
Your children inherit the wealth, but not the witness behind it.
With a Trusted Catholic Advisor
Alignment.
Your money works for what your family actually believes.
Your investments, your estate plan, and your giving move as one, under the teachings of the Church.
The Catholic stewardship you have lived in your home is finally lived in your financial plan.
Your children inherit not only wealth, but witness, and what you have built strengthens the Church for the next generation.
There is real peace in knowing your plan finally reflects the faith you live by and hope to pass on. Whenever your family is ready, we will walk alongside you.
Two minutes to start. A match within one business day. No cost, no obligation.