Search results in category Consultants: Advisors and / or Planners
Found 6 records | Page 1 of 1
'We can help align your investment needs with personal values and societal concerns.' Offering a full range of financial services and management of SRI portfolios.
Integrating your values with your financial goals through fee-only, hourly financial planning and socially responsible investment management. Member of the Garrett Planning Network and First Affirmative Financial Network, LLC.
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community de
in Financial by Gary Matthews
Fee-only financial advisor serving clients nationwide. SRI investment management and life planning -- wealth management for the good of people and the planet. Member, First Affirmative Financial Network, LLC.
Veteran financial advisor, economist and CFP, Greg is considered a thought leader in the field of sustainable and responsible investing. Greg is head of the west coast office and Senior Wealth Advisor with StakeHolders Capital in Santa Monica.
Charleston SC/Ithaca NY/NYC. Since 1992 fee-only SRI financial life planner and investment advisor, specializing in comprehensive financial life planning. Strategic alliance with Gary Matthews, FAFN rep, serving the Carolinas, New York, New England.