Alexis Advisors: Empowering Women Through Values-Based Wealth Management

Alexis Advisors: Empowering Women Through Values-Based Wealth Management

Alexis Advisors is a wealth management firm dedicated to empowering women through values-based financial planning and socially responsible investing. With a focus on aligning financial decisions with personal values, the firm promotes both financial well-being and social good. Their transparent, fee-only structure and commitment to pro-bono initiatives make them a leader in ethical finance. By integrating ESG factors and fostering a mindful approach to wealth management, Alexis Advisors helps clients navigate financial transitions while making a positive impact on society and the environment.

Switchfoot Wealth: Sustainable Financial Planning for a Changing Climate

Switchfoot Wealth: Sustainable Financial Planning for a Changing Climate

Switchfoot Wealth specializes in sustainable financial planning, offering tailored strategies for individuals, families, and businesses. With a focus on ethical practices and innovative solutions, they help clients navigate the complexities of a changing financial landscape. Founded by Sebastian Elwell, the firm emphasizes long-term security and adaptability, ensuring that financial plans remain relevant in an evolving economy. Their commitment to sustainability aligns with global development goals, making them a trusted partner for those seeking to secure their financial future responsibly.

EQ Investors: Ethical Wealth Management for Individuals and Charities

EQ Investors: Ethical Wealth Management for Individuals and Charities

EQ Investors is an employee-owned wealth management firm based in London, dedicated to ethical investing and personalized financial planning. With a strong commitment to sustainability, they help individuals, families, and charities align their financial goals with their values. Their B Corp certification and impressive sustainability score reflect their dedication to responsible practices, making them a leader in the investment advising industry.