Talarico and Associates

Are your investments aligned with your faith and morals?

Are you investing solely for this world, or are you seeking treasures for the one to come?

About Us

At the heart of our firm stands Jeff Talarico, a Certified Kingdom Advisor® with a passion for ethical investing. Since 2012, we've remained steadfast in our commitment to investing with integrity. Talarico and Associates is dedicated to guiding individuals and families towards financial success while upholding their values. With Jeff's expertise and our firm's unwavering dedication, we strive to provide personalized financial solutions that align with your principles and aspirations.

Our Philosophy

We firmly believe that our investments should reflect our Christian beliefs. We adhere to the principle that how we steward our finances should align with our faith. That's why we are dedicated to helping individuals and families invest their money in ways that resonate with their Christian values. Whether it's through Biblically Responsible Investing or integrating faith-based principles and generosity into every financial decision, we are committed to guiding our clients towards investment strategies that not only yield financial growth but also honor their deeply held beliefs. With us, you can trust that your investments are not just numbers on a spreadsheet, but a reflection of your Christian faith.

Our Process

Our process begins with a thorough evaluation of your portfolio to ensure it reflects your values, morals, and beliefs. We delve deep to understand whether your investments align with your Christian beliefs. Through meticulous analysis and scrutiny, we assess each component to ensure it resonates with your principles. Our goal is to craft an investment strategy that not only aligns with your financial objectives but also honors your faith and convictions. With our tailored approach, you can trust that your portfolio reflects not just financial goals, but also your Christian worldview.

Our Services

Charitable Giving

Charitable giving is more than just a financial transaction; it's a transformative act that embodies the spirit of generosity and compassion. We believe that living a life of generosity is not only a noble endeavor, but a calling rooted in our faith. As Christians, we are called to emulate the selfless love and kindness of our Creator by giving back to those in need. Whether it's supporting local communities or advancing causes close to our hearts, charitable giving enriches both the giver and the recipient. It's an expression of gratitude for the blessings we've received and a powerful way to make a positive impact on the world around us. Let us help you cultivate a legacy of generosity that extends far beyond financial wealth.

Investment Management

With a focus on integrity, expertise, and personalized attention, we tailor investment strategies to align with your unique objectives, risk tolerance, and timeline while incorporating Biblical wisdom. Whether you're planning for retirement, funding education, or building wealth for future generations, we are committed to guiding you every step of the way. Investing in companies through Biblically Responsible Investing.

Retirement Savings Accounts

A retirement savings account offers a multitude of benefits, providing a secure foundation for your future financial independence. By contributing consistently contributing to one, you're taking proactive steps towards building a nest egg that can sustain you during your golden years. With tax advantages such as tax-deferred growth or tax-free withdrawals, depending on the type of account, you can optimize your savings and potentially lower your current tax burden. Having a retirement savings account instills peace of mind, knowing you're actively preparing for a comfortable and fulfilling retirement. Start investing in your future today and reap the rewards of diligent retirement planning.

Our Team

Jeff Talarico

Jeff Talarico CRPC® , CKA®

Financial Advisor
Email Me | 830.315.6533

Spending time with my wife Caryn is on the top of my priority list. We’ve been together since our freshman year of college and that was a long time ago. I truly have been blessed to grow up with my best friend. We have two wonderful daughters, Caitlyn and Rebekah who both graduated from Texas... Learn More

Courtney Compton

Courtney Compton

Client Service Manager
Email Me | 830.315.6533

I grew up in Kerrville and graduated from Tivy High School.  Having left for college I knew that one day I wanted to return and come back to my roots.  In 2003, that dream became a reality. Shortly after moving back I ran into an old high school friend named Brian, who I ultimately married. We... Learn More

Karin Tackett

Karin Tackett

Email Me | 830-315-6533

Growing up and living most of my life in the little East Texas town of Gilmer, it was a new adventure in 2014,  when our family moved to Kerrville located in the beautiful Hill Country of Texas.  From the very beginning, we were welcomed with open arms into our new community and felt right at... Learn More

We manage assets for individuals and families, providing investment management, and financial planning services.


Open Bible on a table with a black background. The words Managing Money God's Way written on the background. September 20th, 2023

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Frequently Asked Questions

What is B.R.I.?


B.R.I. is the abbreviation for Biblically Responsible Investing. The best way to describe B.R.I. is this: You are a steward of what God has given to you. Are you choosing to invest in a way that pleases the Master or in a way that brings joy to the enemy of the Master?

Simply put, B.R.I. is investing God's way.

Why should I invest in B.R.I.?


We believe that Biblically Responsible Investing is a credible approach to investing, one that allows a client, (believers and non-believers alike) to more closely align their vales and morals to their wealth accumulation. Most investors and for the most part financial advisors don't even know the wide availability of investments that can meet this need.

Most investors still seek financial counsel in how their money is managed, and don't know how to ask for their money to be managed in this way. 

I've heard of S.R.I., is this the same?


Moral and ethical screening is not something new. Socially Responsible Investing, (S.R.I.) has been around for a long time. Below will be what S.R.I. screens for compared to what B.R.I. screens for and then what the overlay of the two would screen for.

S.R.I. only

  •  No Weapons

  •  Environment (Radical Conservationist) 

B.R.I. only 

  •  Life (vs abortion)

  •  Biblical marriage and family (vs LQBTQ radical agenda)

S.R.I. & B.R.I. 

  •  Human rights/No trafficking

  •  Environmental Stewardship

  •  No Pornography

  •  No Alcohol

  •  No Tobacco

  •  No Gambling

Graham, Loran, "Investing with Integrity: How Investment Choices Can be an Act of Worship," Spokane: Kingdom Life Publishing, 2018. Page 103. Used with permission, Loran Graham (c) 2018.

If you are interested in reading Mr. Grahams book you can find it here. https://investingwithintegrity.net/ 

Ok, I get it, but will I give up performance?


In an independent study done by the BRI Institute, using the historical performance of individual companies in the S&P 500 that have passed B.R.I. screening vs those that did not for the time frame of January 1, 2000 through December 31, 2019, shows an annualized return of 6.19% for both portfolios.*

The report can be seen by clicking this link. BRI Report

*Remember past history is no guarantee of future results.

Talarico and Associates - Awards and Supported Ministries.