Search results in category Consultants: Advisors and / or Planners
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Comprehensive financial planning and highly customized asset management strategies for socially and environmentally conscious investors.
Woman-owned business offering a focused Holistic Approach to financial planning with additional expertise in issues of the LBGT community and sustainable investing. Fossil Free Portfolios available. Member, First Affirmative Financial Network, LLC.
Works with investors in developing portfolios that blend financial objectives with ethical/social criteria. Assists investors in selecting and reviewing professional portfolio managers who employ socially responsible criteria.
Financial activist serving SRI clients since 1989. Co-authored "Investing with Your Values: Making Money & Making a Difference" (New Society: 2000). Please see 'Natural Investment Services' listing. Member, First Affirmative Financial Network, LLC.
Professional member and investment advisor representative of First Affirmative Financial Network, LLC, an independent investment advisory firm registered with the SEC specializing in socially responsible investing.