About Us
We bring values-based investing and sophisticated financial planning together for our clients
In practice, that means building you a diversified portfolio grounded in values-based investing — one that reflects your environmental, social, and personal beliefs without asking you to compromise on sound financial planning. We help you identify and invest in companies that reflect what you care about because your money should stand for something. That’s what it means to invest with your values, not just your wallet.
We work with business owners, founders, and individuals, and we’re registered in CT, NY, CA, PA, and VT, and serve clients nationwide.
Envest is an independent, fiduciary, fee-only investment advisor, a Certified B Corp™, and a 1% for the Planet member.
As a result, we’re prepared to help you invest with your own conscience and values, to:
- Align financial goals and social beliefs to invest authentically
- Become educated about the intersection of financial markets and sustainability
- Create a diversified portfolio of values-based investments to meet life and investment goals
- Increase awareness to the broader public about investing, sustainability, and values-based investing
- Bring your values-based investments together with sophisticated tax and estate planning
For us, values-based investing isn’t a separate conversation from the rest of your financial life. We treat it, financial planning, and sophisticated tax and estate planning as one integrated strategy, not separate services.
Envest is an independent, fiduciary, fee-only investment advisor, a Certified B Corp™, and a 1% for the Planet member.
As a result, we’re prepared to help you invest with your own conscience and values, to:
- Align financial goals and social beliefs to invest authentically
- Become educated about the intersection of financial markets and sustainability
- Create a diversified portfolio of values-based investments to meet life and investment goals
- Increase awareness to the broader public about investing, sustainability, and values-based investing
- Bring your values-based investments together with sophisticated tax and estate planning
For us, values-based investing isn’t a separate conversation from the rest of your financial life. We treat it, financial planning, and sophisticated tax and estate planning as one integrated strategy, not separate services