Search results in category Consultants: Advisors and / or Planners
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Comprehensive, fee-based financial planning and asset management tailored to your unique social and financial goals. 'Making socially responsible investing and planning work for everyone.' Member, First Affirmative Financial Network, LLC.
Helping individuals create financial health. Member, First Affirmative Financial Network, LLC.
We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies.
Offers investments for socially and environmentally concerned individuals and organizations. Author of "Tending Your Money Garden". Available for talks, seminars, and hourly consultation. Member, First Affirmative Financial Network, LLC.
5. Brian Sharpes, CIMA, Sr. VP Investments, UBS Institutional Consulting
in Financial by Brian Sharpes
Investment services to help socially concerned foundations and institutions implement strategies that utilize diversified SRI portfolios of independent managers, ultimately helping preserve and grow their wealth.
Fee-based consulting for individuals and small businesses who wish to evaluate their investment choices in terms of enhancing sustainability for the future. Member, First Affirmative Financial Network.