What is Common Interests?
Common Interests is an independent family wealth management practice that approaches financial advising with a refreshing dose of humility and genuine service. Their mission? Empowering clients’ financial wellness while staying true to social responsibility. With years of experience, deep knowledge, and unwavering integrity, they guide clients through personal finance in a way that feels… well, human. This isn’t your typical financial firm. Instead, it’s a place where values and money meet, creating a partnership that’s about more than just numbers.
The Main Benefit: Investing with Impact
What really sets Common Interests apart is their commitment to values-based investing. They don’t just look at the usual financial metrics — balance sheets, price-earnings ratios, and all that jazz — but overlay a strong values system on top. Their portfolios are screened through Environmental, Social, and Governance (ESG) criteria, ensuring investments align with ethical and sustainable principles. Here’s a quick snapshot:
- Founded in 1994, rooted in a legacy of integrity and client-first philosophy
- Certified B Corporation since 2014, audited by B Lab for transparency and responsibility
- Signatory of the UN’s Principles of Responsible Investment
- Focus on companies that respect the planet, treat people fairly, and maintain honest governance
- Offers confidential financial guidance and builds trusted, collaborative relationships
The Story Behind the Name
The name “Common Interests” isn’t just a catchy phrase. It reflects the way this firm works with clients — as partners with shared goals. There are no winners or losers here. Instead, problem-solving takes center stage, and any financial products discussed are simply tools to address the client’s unique challenges. It’s a refreshing approach that puts the client’s needs first, creating a space where interests truly align.
Legacy and Leadership
Common Interests was born from Bob Goellner’s vision back in 1994. After years of success managing a mid-sized insurance and brokerage branch, Bob wanted to do things differently — to break free from the industry’s old ways. He brought on Max, a client who shared his values, to learn the ropes and eventually take over. In 2023, just after Bob’s 80th birthday, Max purchased the firm, carrying forward the legacy with the same dedication to values and client care. It’s a story of mentorship, succession, and staying true to core principles.
How the Investment Process Works
At Common Interests, the investment process starts like everyone else’s — with the fundamentals. But here’s the twist: after analyzing financials, they apply their ESG screening to ensure investments are responsible and impactful. They believe long-term investing is like casting a vote. So, they refuse to support companies harming the planet, mistreating people, or engaging in shady accounting. This approach ensures portfolios not only grow wealth but also promote sustainability and ethics. It’s investing with a conscience, plain and simple.
Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth — promoting fair labor practices
- SDG 12: Responsible Consumption and Production — supporting sustainable business models
- SDG 13: Climate Action — investing in environmentally responsible companies
- SDG 16: Peace, Justice, and Strong Institutions — emphasizing governance and transparency
- SDG 17: Partnerships for the Goals — collaborating with clients and communities for shared impact
Transparency and Trust: The B Corp Certification
Common Interests takes trust seriously — so seriously that they became a Certified B Corporation in 2014. This means an independent nonprofit, B Lab, audits their business practices to ensure they meet high standards of social and environmental performance, accountability, and transparency. Think of it like Fair Trade for coffee or Organic certification for milk, but for financial services. This certification isn’t just a badge; it’s a promise that the firm walks the talk when it comes to sustainability and ethical business.
