Kingdom Advisors Code of Ethics

Kingdom Advisors Code of Ethics

A Certified Kingdom Advisor®, recognizing Jesus Christ as their ultimate authority, are committed to upholding high standards of excellence in their professions as they work with their clients, the public, colleagues, employers, and employees. A Certified Kingdom Advisor® will seek to espouse and practice the following principles in their practices:

Integrity:  A Certified Kingdom Advisor® recognizes that personal integrity demands a commitment to absolute honesty which is never swayed by personal gain or advantage. Integrity is an essential characteristic because of the trust placed in them by their clients. Integrity can not co-exist with deceit or a departure from one’s principles.

Objectivity:  A Certified Kingdom Advisor® will provide honest and impartial advice, services, and products that are always in the best interest of the client without distortion by personal feelings, prejudices, or potential compensation.

Competence:  A Certified Kingdom Advisor® must be well qualified in skill, knowledge, and ability to sufficiently serve their clients in the fields in which they engage. Competence includes wisdom to recognize limitations and to know when a client referral is necessary. A Certified Kingdom Advisor® will make an ongoing commitment to learning and professional improvement in their respective disciplines.

Suitability: A Certified Kingdom Advisor® will strive to ensure that the advice, products, and services offered to clients are suitable and appropriate given the client’s goals, objectives, and current financial condition.

Full Disclosure:  A Certified Kingdom Advisor® will always make full disclosure to clients with respect to compensation being earned and conflicts of interest that may exist.

Confidentiality:  A Certified Kingdom Advisor® shall not disclose confidential client information without the specific consent of the client. Confidentiality includes maintaining proper and prudent physical and technological safeguards to protect confidential client information.

Professionalism:  A Certified Kingdom Advisor® will strive to conduct themselves in a manner that is consistent with a Christian financial professional. A Certified Kingdom Advisor® recognizes that as professing Christians their conduct is a direct reflection on Jesus Christ and they must conduct themselves as committed believers. The conduct of a certified member is also a reflection of Kingdom Advisors and directly affects the ability of Kingdom Advisors to fulfill its mission and vision.

Accountability:  A Certified Kingdom Advisor® will submit to the authority of the local church, designating bodies, and all governing authorities. In addition, Kingdom Advisors recommends a Certified Kingdom Advisor® maintain personal and business accountability with an accountability partner and/or a Board of Advisors.

Humility:  A Certified Kingdom Advisor® shall always maintain a servant spirit as they work with clients rather than a spirit of arrogance or pride. The humility of certified advisors shall be marked by meekness and modesty in behavior, attitude and spirit. Certified advisors recognize that God is sovereign, and the fruit of their labor is a direct result of God rather than their own human efforts. Furthermore, it is a privilege and a blessing to be used of the Lord on this earth.

Generosity:  A Certified Kingdom Advisor® shall live a generous life as a reflection of the generous character of Jesus Christ. A generous life includes generosity with time, talent, and treasure. 

Conflict:  A Certified Kingdom Advisor® shall subscribe to principles of Matthew 18:15-20 and will strive to encourage resolution, reconciliation, and restoration where possible within the legal and compliance guidelines of your firm.

Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.-  Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

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