Search results in category Consultants: Advisors and / or Planners
Found 15 records | Page 1 of 2
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 Scott M. Buttfield
Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow management, risk management, education, investment, tax, retirement, and estate planning. Member, First Affirmative Financial Network, LLC
in Financial by Susan Hansen
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.
in Financial by Steven Prickett
Assists UHNW individuals and institutions in their financial strategies and life goals.
in Financial by Steven Smith
Provides independent, personalized, values-based financial planning, investment advice, and wealth-management services. Member, First Affirmative Financial Network, LLC.
in Financial by Stephen J. Siegel
'You can make financially sound decisions without compromising your values.' Integrating core values into fee-based socially responsible investing and financial planning for individuals, trusts, businesses, and nonprofits.
in Financial by S. David Bue
A 'financial coach' who can help maximize your opportunities with investments, insurance, tax, estate, and retirement planning. Building relationships with SRI-focused clients since 1986. Member, First Affirmative Financial Network, LLC.
A full service, independent, fee-only investment management firm offering comprehensive financial planning and private investment opportunities. Leaders in ethical investing; 75 years collective experience; committed to promoting the Common Good.
Full-service investment executive. Helps individuals identify financial and social objectives. Matches specific investments with identified objectives after careful analysis of appropriate asset allocation plan. Manages portfolios personally, or assi
Full-service investment consulting firm with over 27 years experience. Assists clients with all aspects of investment program management. Works extensively with clients to create socially responsible investment portfolios. Is a SEC registered investm