Financial Advisor
CurrentAs one of the premier socially responsible investment firms in the nation, we work to connect your values and investments. - We screen out companies that are harmful to the planet. - We look for opportunities to create positive impacts through our investments (Impact Investing). - We engage in shareholder activism to push companies to adopt stronger internal policies. As a fee-only planning firm, we do not sell anything on commission. We believe that this leads to more constructive conversations about your values, and allows our clients to ask more questions since they aren't worried about being sold items just to generate a profit. Transparency is one of our most important values, and you’ll see this reflected throughout our work.