socially responsible investing Archives - Keys for Tomorrow

Natural Investments: Aligning Finance with Social and Environmental Values

Natural Investments is a firm dedicated to aligning investments with values that promote sustainability and social justice. Since 1992, they have been at the forefront of socially responsible investing, focusing on climate change, racial equity, and innovative ownership models. Their commitment to education and advocacy is reflected in their influential publications and unique business structure, making them a leader in the field. With a diverse team and a focus on holistic financial planning, Natural Investments is shaping a future where finance serves both people and the planet.

Finance

Cove Financial Planning, LLC: Comprehensive Fee-Only Financial Services with a Focus on Social Responsibility

Cove Financial Planning, LLC offers fee-only financial planning and investment management services, emphasizing social responsibility and personalized client care. Led by CERTIFIED FINANCIAL PLANNER™ Ben Smith, the firm prioritizes clients’ interests without conflicts of interest. Their commitment to sustainability and ethical investing aligns financial goals with personal values, making them a standout choice for individuals and families seeking comprehensive financial guidance.

Services & Consultancy

Ethical Markets: Supporting a Sustainable and Just Economy

Ethical Markets is dedicated to fostering a sustainable, ethical economy that prioritizes quality of life and social responsibility. Through research, advocacy, and education, it promotes ethical finance and innovative economic models that benefit both people and the planet.

Finance

Goldfarb Financial: Personalized Financial Advisory and Impact Investing

Goldfarb Financial is a boutique financial advisory firm dedicated to personalized financial planning and impact investing. With a focus on sustainability and social responsibility, they provide tailored services in Buffalo, NY, and New Orleans, LA. Their unique approach emphasizes the importance of individual client stories and values-based strategies, ensuring that every financial decision contributes positively to society.

Finance

Common Interests: Empowering Financial Wellness Through Socially Responsible Investing

Common Interests is an independent family wealth management practice that emphasizes socially responsible investing. They prioritize values alongside financial metrics, ensuring that investments align with Environmental, Social, and Governance (ESG) principles. Their approach focuses on empowering clients through confidential guidance and a commitment to sustainability, making them a unique player in the financial landscape.

Finance

Clean Yield Asset Management: Sustainable Investing for a Better Future

Clean Yield Asset Management specializes in sustainable investing, helping clients align their financial goals with their values. With over 40 years of experience, they focus on creating portfolios that drive social and environmental change while ensuring financial returns. Their approach integrates socially responsible investing, impact investing, and active shareholder engagement, making a positive impact on communities and the planet.

Finance

NorthStar Asset Management: Investing for Justice and Equity

NorthStar Asset Management is a woman-owned firm dedicated to aligning investments with social values. With over 30 years of experience, they focus on shareholder activism and community uplift, ensuring that capital serves justice and equity. Their unique approach integrates six core pillars, empowering clients to invest in alignment with their values. NorthStar’s leadership team is diverse and committed to driving systemic change through responsible investing.

Finance

Zevin Asset Management: Sustainable Investment Management for Positive Impact

Zevin Asset Management specializes in sustainable investment management, helping clients align their financial goals with social and environmental values. With over 25 years of experience, they offer customized strategies that prioritize both returns and positive impact. As a Certified B Corp, Zevin is committed to high standards of accountability and diversity, ensuring that investments reflect the values of their clients. Their approach balances safety and growth, making investing a partnership rather than a puzzle.

Finance

Effective Assets: Empowering Responsible Investors for Financial and Social Impact

Effective Assets is dedicated to helping investors achieve their financial goals while making a positive social impact. With over thirty years of experience, the firm offers tailored investment portfolios and consulting services focused on sustainability and ethical practices. Their commitment to transparency and regulatory compliance ensures clients receive trustworthy guidance. Effective Assets embodies a philosophy where financial success aligns with social responsibility, making it a leader in the field of socially responsible investing.

Finance

Abacus Wealth Partners: Transforming Financial Advising for Meaningful Impact

Abacus Wealth Partners, LLC offers a transformative financial advising experience that connects money with meaningful impacts. By focusing on socially responsible investing and personalized guidance, they empower clients to navigate their financial journeys with confidence. Their commitment to social justice and community impact sets them apart in the wealth management landscape.

Finance

Communitas Financial Planning: Socially Responsible Financial Guidance for Communities

Communitas Financial Planning is a community-focused financial advisory firm based in San Francisco, CA. They provide fee-only financial services that emphasize social responsibility, helping individuals, businesses, and non-profits align their financial goals with their values. With a commitment to clarity and ethical practices, Communitas aims to empower communities through accessible financial guidance.

Finance

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.

Finance

MOR Wealth Management: A Commitment to Socially Responsible Investing

MOR Wealth Management stands out in the investment management landscape with its commitment to socially responsible investing and estate planning. As a registered Benefit Corporation, it integrates ESG principles into its operations, ensuring that investments not only yield financial returns but also contribute to societal progress. With a team of experienced professionals, MOR Wealth Management provides tailored financial strategies that align with clients’ values and goals.

Finance

Good Capital Investment Group: Empowering Sustainable Wealth Management

Good Capital Investment Group is a sustainable wealth management firm that empowers individuals to invest in their future while aligning with their values. With a focus on holistic financial planning, customized portfolio management, and a commitment to socially responsible investing, the firm stands out in the industry. Its B Corp™ certification and transparent fee structure further reinforce its dedication to ethical practices and positive social impact. This post explores the benefits and key figures of the project, highlighting its role in promoting sustainable development goals.