Our objective is not only to align our clients’ values with their financial goals, but to also use our investment strategies to incorporate the good we can do as citizens of the world.

Our Services

As a boutique, personal financial planning and investment management firm focused on sustainable and socially responsible investing, we take into consideration each client’s own financial, investment, and sustainability goals to create a personal plan specific to you, your needs, and your beliefs.

Our focus areas currently encompass:

  • Financial planning
  • Diversified, values-based investment portfolios
  • Alternative investments, including direct investing in ESG/SRI opportunities
  • Increased awareness of sustainable practices – renewable energy optimization


We practice what we preach. As a Certified B Corp and 1% for the Planet member, we offer financial planning and investment management that incorporate sustainable (ESG) and SRI strategies. We strive to work with third-party service providers who share our similar values.


Investment Management

Investments and financial planning are very much linked to what stage you are at in your life and career… read more»


Financial Planning

No matter what the future holds, proper financial planning can make sure you’re ready for it… read more»


Other Services -

We help you create a retirement plan through our business retirement services…
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Other Services -
Alternative Investments

For certain clients, you may prefer more ESG or SRI specificity in your portfolio…
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ESG and Sustainable Investing

Our objective is to align our clients’ values with their financial goals, and be a citizens of the world… read more»


Fee-Only Advisor

We are a 100% Fee-Only Advisor. Our fee structure is completely transparent and easy to understand… 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.