Search results in category Consultants: Advisors and / or Planners
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President David Kim has been in SRI since 1983 as a founder of Working Assets. Clients’ portfolio investments are customized according to financial and social criteria of each individual client.
Supports a nationwide network of investment professionals specializing in sustainable and responsible investing. Offers unique resources and practical management assistance to financial advisors seeking to grow their practices by working with sociall
in Financial by Peter Prentis
Creating successful investment portfolios begins with a focus on aligning your needs with your goals and risk tolerance. We offer wealth management, investment management, and consulting services.
in Financial by Kathy Stearns
Fee-only financial planning and sustainable investment management to individuals, couples, and families to help align financial lives with goals and values. Member, First Affirmative Financial Network, LLC.
Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member, First Affirmative Financial Network.
in Financial by Christopher Peck
We offer sustainable portfolio management and personalized investments advice, holistic financial planning, and leadership in helping to relocalize the food and investment process. Member, First Affirmative Financial Network, LLC.
in Financial by Catherine Cartier
Values based investing for the individual investor. Member, First Affirmative Financial Network, LLC.
Recognizing that investors want to connect personal principles with financial goals, SFN offers sustainable investment services to individuals, families, and business owners. 'We help you meet money with mission.'
in Financial by Susan Taylor
Helps people manage their financial lives, framed by their visions of a healthy world. Careful listening, strategic planning, and a range of socially screened investment options.
in Financial by Kathleen Leonard
Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv