We work with you on investment management, business and non-profit retirement services, as well as alternative investments.


Our Principals


James Osborn, CPWA®, Founder & Partner

James is the founder and partner of Envest Asset Management (EAM). In this role, he co-designs the firm’s investment and financial planning strategies while aligning corporate practices with the B Corp mission and client values… read more»


Karen Ogden, CFP®, Partner

Karen is a partner at Envest Asset Management (EAM) and CERTIFIED FINANCIAL PLANNER™ practitioner.  At EAM she co-designs the firm’s investment and financial planning strategies. She is also instrumental in producing EAM’s educational initiatives and financial commentary… read more»

Book an Introductory Meeting Today

Start your ESG/SRI journey. Schedule a no-obligation, 15-minute complimentary call to learn more about our approach and how it may fit with your goals.