Catholic Financial Advisor in Maryland
Based on St. Thomas Aquinas and Western Moral Theology, Catholic investment decisions should reflect the common good, respect for human dignity, stewardship of creation, prudence, and solidarity with the poor and vulnerable.
At Drexel & Co. Financial Planning, we help clients consider the financial and moral implications of their investments with clarity and discernment.
Catholic Investment Principles
Catholic investment decisions should reflect careful consideration and discernment. This includes looking at both the financial aspects and the moral implications of where money is invested.
Guidance may include:
Promotion of the common good
Respect for human dignity
Stewardship of creation
Avoidance of sin
Prudence and discernment
Solidarity with the poor and vulnerable
Who This Is For
This page is for Catholic individuals and families who want to consider both the financial aspects and the moral implications of their investments.
Key principles include:
Promotion of the common good
Respect for human dignity
Stewardship of creation
Avoidance of sin
Active engagement
Prudence and discernment
Solidarity with the poor and vulnerable
Catholics are encouraged to research and understand where their money is going while considering how their investments may affect families, communities, and the greater culture.
Consider the financial and moral implications of your investments with prudence, discernment, and long-term responsibility.
Providing clear, values-driven financial guidance that strives to help you plan, grow, and preserve your wealth with confidence.
Opening hours
Monday - Friday : 8AM - 5PM
Saturday - Sunday : Closed
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
© Drexel & Co Financial Planning. 2026. All Rights Reserved.