Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better.
We focus on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time.
We are committed to feminism, economic equality, and other areas of justice and social change. If you happen to share these values or have other closely held ones, it is important to find someone who understands them and can help you apply them to these topics.
To learn more, visit: http://valuesaddedfinancial.com/
To connect and see if we are a fit, schedule an introductory call here: https://calendly.com/zteutsch/15
Values Added Financial, LLC is an investment advisor registered to do business in the District of Columbia, New York, Texas, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of information on this platform shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 1323 Shepherd St Nw, Washington,dc 20011,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- valuesaddedfinancial.com
- Keywords
- Financial Planning, Investment Management, Socially Responsible Investing, Charitable giving.
- HQ
- Washington, DC
Values Added Financial Questions
Values Added Financial's website is valuesaddedfinancial.com
Values Added Financial's LinkedIn profile is https://www.linkedin.com/company/values-added-financial
Values Added Financial has
6 employees.
View email and phone details for 6
employees at Values Added Financial.
Values Added Financial's industry is
Financial Services
Values Added Financial's top competitors are
Talentwealth,
Root Financial,
Simply Paraplanner,
Judson Group,
Blx Internship Program,
Uplifting Capital,
Mercer Advisors,
Centura Wealth Advisory,
Talentlink Solutions,
Wealth Enhancement.
Values Added Financial's categories are Financial Services
Values Added Financial's founding year is 2017
