Viridian Advisory offers personalized financial guidance tailored to individual life stages. With a focus on compassion and expertise, they help clients navigate retirement planning, investment strategies, and more. Their commitment to integrity and community engagement sets them apart in the investment advising industry.
Planning Partners is a premier institution in the investment advising industry, specializing in ethical financial planning, superannuation guidance, and insurance services. Their commitment to transparency and client empowerment ensures that individuals receive tailored strategies to achieve their financial goals. With a focus on ethical practices and comprehensive support, Planning Partners stands out as a trusted partner in navigating the complexities of financial management.
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.
Cole Valley Partners is a national real estate development and investment firm based in Portland, OR, dedicated to transforming spaces and fostering growth for businesses. With a focus on community engagement and sustainability, the firm has completed over 112 projects across 12 states since its inception in 2013. Their integrated approach combines market research with innovative design, ensuring that each project not only meets the needs of tenants but also contributes positively to local communities. As a certified B Corporation, Cole Valley Partners exemplifies a commitment to high social and environmental performance standards.