Halal Wealth, Managed.

Financial Planning. Halal Investing. No % Fees.

Go Halal
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Flat Rate
Keep more of your wealth. Simple, transparent subscription pricing with zero AUM percentage fees.
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Halal Custom Indexing
Halal Custom Indexing filters a
conventional to build a personalized,
tax-efficient Halal portfolio.
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Private Client experience
Experience elite service with dedicated advisors offering personalized financial planning for your unique journey.
White-Glove

Custom investment advice and
personalized financial planning around
your values and goals.

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Halal Custom Indexing - Your values and rules, our strategy.

Build a Personalized
Portfolio

01. Discovery & Financial Planning
Get onboarded with our discovery, and financial planning steps with our advisor.
02. Take Our Risk Assessment
Answer questions designed to help determine your risk tolerance and investment preferences.
03. Customize the Portfolio
Holdings are tailored for tax management, security restrictions, and ESG values.
04. Professional Management
Experts monitor your portfolio for tax-loss harvesting, rebalancing, and market changes.
White-Glove

Custom investment advice and
personalized financial planning around
your values and goals.

NoorVest - Favicon
Halal Custom Indexing - Your values and rules, our strategy.

Build a Personalized
Portfolio

01. Discovery & Financial Planning
Get onboarded with our discovery, and financial planning steps with our advisor.
02. Take Our Risk Assessment
Answer questions designed to help determine your risk tolerance and investment preferences.
03. Customize the Portfolio
Holdings are tailored for tax management, security restrictions, and ESG values.
04. Professional Management
Experts monitor your portfolio for tax-loss harvesting, rebalancing, and market changes.

Why chose Halal Custom Indexing

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Customized
By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.
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Tax-Efficient
Transition assets tax-efficiently, set capital-gains budgets, and provide proactive tax-loss harvesting to help reduce taxes.
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Personal Investment Advisor
Your advisor has full control of your investment strategy; to streamline trading, reporting, and account maintenance.
Investment Management Committee

Powered by Industry-Leading Portfolio Experts

Andrew Rosenberger - img
Tarif Homsi
Founder & CEO
From Damascus to Wall Street—from UBS to J.P. Morgan—I bring over a decade of experience to build halal, ethical, values-driven financial solutions.
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Ibrahim Mohammad
Co-Founder and COO
After years in academia and a search for halal finance that came up short, I teamed up with Tarif to build the system we wished existed.
Andrew Rosenberger - img
Andrew Rosenberger, CFA
Orion Portfolio Solutions
CFA charterholder with 15+ years of experience driving portfolio strategy and tax efficiency.
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Frank Nickel, CFA
Orion Portfolio Solutions
30+ years of investment leadership, blending deep research with actionable portfolio strategy.
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Jamie Ryan, CFA
Orion Portfolio Solutions
Expert in custom indexing and consulting to deliver tax-smart, personalized portfolio solutions.
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Nick Boylan
Orion Portfolio Solutions
Specializes in building tax-optimized portfolios that strictly align with your personal investment values.
Jamie Ryan - img
Thomas LaBarbera, CFA
Orion Portfolio Solutions
With 20+ years in quant strategy and CFA/CPCU credentials, I craft data-driven portfolios that convert market signals into results.
Jamie Ryan - img
Chris Malsam
Orion Portfolio Solutions
From trading floors to tax-optimized portfolios, I bring a quant lens to building smarter, more efficient indexing solutions.
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Chad Fox
Orion Portfolio Solutions
I help turn investment plans into personalized, tax-efficient portfolios — thoughtfully bridging strategy and execution at every step.
Flat Rate Membership

Delivering private client experience at
no % fees

The NoorVest Way
AUM Fee
No % fee. Flat Rate.
  • Halal Custom Indexing
    Free Accounts for Spouse
    Top of The Line Tech
    24/7 Access to Advisor
    Tax-Smart Investing
    Get Started
Traditional Wealth Advisor
AUM Fee
> 1.0%
  • Standard Halal Index
    Professional management
    Traditional Technology
Same Portfolio. Two Fees.

One Keeps More in Your Pocket.

*The % based fees are assumed to be 1.5% up to $2M and then 1.4% afterwards. Accounts are assumed to start at $1M and grow at 8% yearly, with fees being paid quarterly in arrears. The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. Source: Nerdwallet
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Personal Financial Advisor

Manage your financial plan for
decades to come

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Investments
Balance your portfolio and build for the future.
Tax
Optimize your strategy to manage your tax burden.
Retirement
Choose the smartest path to financial freedom.
Cash Flow
Have a plan and monitor your progress.
Real Estate
Understand how Real Estate impacts your portfolio.
Halal Certificate

AAOIFI Certified Halal

We’re certified in accordance with Accounting and Auditing Organization For Islamic Financial Institutions. Learn More.
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Holistic Financial
Planning You Can Trust

NoorVest isn’t a one-off service, it’s your gateway to an entire ecosystem: halal investing, estate planning, tax planning, and more. All aligned with your values.
Learn More About Financial Planning

Your All-in-One Halal
Platform

Join us on this journey towards financial prosperity, guided by the principles of integrity, transparency, and ethical investing. Start investing with confidence today at 0%.
Go Halal

Frequently Asked Questions

Can you help me align my financial plan with goals like Hajj/Umrah, children’s education, or early retirement while staying halal?
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Why would I choose NoorVest over simply picking a halal ETF or using a do-it-yourself halal screen?
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How often do we meet to review the plan?
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Can you help with employer plans (401(k), 403(b)), RSUs/stock options, and business-owner planning?
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What are your experts’ qualifications?
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Are there any account minimums?
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What does the onboarding process look like from “Get Started” to being fully invested? How long does it usually take?
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What is “Halal Custom Indexing” in simple terms, and how is it different from buying a halal ETF or mutual fund?
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Is NoorVest right for me if I’m just starting to invest, or do you work only with higher-net-worth clients?
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Where is the money custodied?
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How are you different from Amana, Zoya, Musaffa, or Wahed?
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Noorvest logo
NoorVest specializes in halal-compliant wealth management, offering personalized financial planning and transparent investment solutions. With ongoing support and flexibility, we empower individuals to pursue ethical prosperity aligned with their values.
Our Story
Invest Access Client PortalMeet the Advisor
NoorVest is a Registered Investment Advisor in the states of Virginia, New York, Maryland, North Carolina, and California. Registration should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
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Disclaimers:
[1] The visuals presented are illustrative re-creations designed to demonstrate our platform’s capabilities. They are not actual screenshots and may differ in appearance or scale from the live platform.
[2] Figures shown reflect average S&P 500 performance (2015–2024) and are for illustrative purposes only. YTD yield is not indicative of NoorVest’s performance.
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The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of NoorVest. Investment management and advisory services are provided by NoorVest (Wealthisor LLC) to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.

For additional information, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A.
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