Mandala Financial Advisors was founded on the principal that progressive people deserve advisors who will guide them to financial success without compromising what they value – a sustainable and just world.
Our clients come to us at all stages of life, each with a unique blend of circumstances and objectives. Yet they all share two traits: They value personal wellness and they are lifelong learners. Many are academics, nonprofit professionals, and business owners/entrepreneurs. Mostly women. They tend to be community-centric, compassionate, and follow the adage, “think globally, act locally.”
Our mission is to:
• Maximize the likelihood of your achieving your current and future financial goals
• Replace your stress over money with financial confidence and wellness
• Empower you to create positive social & environmental change
Our holistic planning process integrates all facets of your financial life into a personalized financial plan, a map to achieving your goals. We've found the ongoing coaching we provide is key to ultimate success.
Upon having a plan in place, we use a rigorous process for selecting best-in-class ESG (Environmental Social Governance) investment strategies to match your financial and sustainability objectives.
We are a fee-only advisor which means our income is only from fees you pay us for services rendered, not from commissions investment companies pay some advisors for selling products. We are held to a fiduciary standard; we must always put your best interests before our own.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Salida, Co 81201, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://mandala.financial
- Keywords
- Holistic Financial Planning, Financial Goal Setting, Budgeting, Cash Flow Mangement, Credit Card & Loan Management, Major Purchases, Investment Risk Tolerance, Employee Benefits Optimization, Business Planning, College Saving, Retirement Planning, Estate Planning, Risk Management & Insurance, Tax Planning Strategies, Charitable Giving Strategies, Sustainable Investing, ESG Investing, Socially Responsible Investing, Impact Investing, Asset Allocation.
- HQ
- Salida, CO
Mandala Financial Advisors Questions
Mandala Financial Advisors's website is https://mandala.financial
Mandala Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/mandala-financial-advisors
Mandala Financial Advisors has
1 employees.
View email and phone details for 1
employees at Mandala Financial Advisors.
Mandala Financial Advisors's industry is
Financial Services
Mandala Financial Advisors's top competitors are
Wheels Up Wealth, Inc.,
Humanize Wealth,
Delagify Financial,
Impact Financial,
Eden Financial,
Hampton Park Financial Planning,
Brooklyn Fi,
Legacy Care Wealth.
Mandala Financial Advisors's categories are Financial Services
Mandala Financial Advisors's founding year is 2019
