The Humphreys Group is a women-owned wealth management firm dedicated to providing personalized financial planning and investment management services. With a focus on women’s unique financial challenges, they empower clients to achieve financial independence and success. Their commitment to social responsibility and inclusivity makes them a leader in the industry.
LongView Asset Management specializes in sustainable investing and financial planning, helping clients align their investments with their values. With over 20 years of experience, they focus on ethical financial services that promote positive societal and environmental impacts.
Foresters Financial offers a range of investment bonds tailored to meet diverse financial goals, from education funding to funeral planning. Their products focus on wealth growth, protection, and intergenerational transfer, ensuring a secure financial future for families. With dedicated support and tools like a bond calculator, clients can confidently navigate their investment journey.
Ethical Investment Services (EIS) is an Australian firm dedicated to helping clients invest in ways that align with their values. With over 30 years of experience, EIS offers personalized financial advice and ethical investment solutions that promote both financial returns and social responsibility. Their commitment to integrity and community engagement makes ethical investing accessible and impactful.
Piguet Galland offers tailored private banking and wealth management services, focusing on sustainable finance and personalized client support. With a commitment to ESG principles, they guide clients through investment strategies, tax advice, and comprehensive financial planning, ensuring responsible growth and long-term impact.
Investment Quorum is a boutique wealth management firm in London, providing personalized financial advice and investment services tailored to individual client needs. With a focus on sustainability and a commitment to social responsibility, they help clients navigate their financial journeys with confidence. From young professionals to retirees, Investment Quorum adapts its services to meet the evolving needs of its clients, ensuring a clear path to achieving their financial goals.
Kingsfleet Wealth is an award-winning independent financial planning firm in Suffolk, dedicated to helping clients navigate their financial journeys with personalized service and integrity. Established in 2010, they focus on retirement planning, life events, and community collaboration, ensuring clients achieve their financial goals with confidence.
BSW Wealth Partners is a Certified B Corporation® that provides independent wealth management and investment advisory services. They prioritize clients’ best interests, focusing on living rich lives rather than just accumulating wealth. Their unique approach combines disciplined thought with bold action, ensuring that financial planning aligns with clients’ values and aspirations. With a diverse client base and a commitment to social responsibility, BSW stands out in the investment advising industry.
ImpactAdvisor LLC specializes in personalized, sustainable wealth management, focusing on tax-aware strategies for families, business owners, and retirees. Their commitment to ESG principles ensures that investments align with clients’ values while aiming for superior after-tax returns. With a focus on direct indexing and private equity, they provide tailored solutions that help clients navigate their unique financial journeys. ImpactAdvisor also emphasizes transparency and ethical investment choices, making it a trusted partner in achieving financial goals sustainably.
3rd-eyes Digital Wealth Management provides personalized financial solutions that integrate sustainability and empower clients to achieve their financial goals. With a focus on hyper-personalization and advanced technology, the platform offers a unique approach to wealth management that considers climate risks and promotes responsible investment practices.
Physicians Thrive is a specialized platform that supports doctors in navigating their careers and financial decisions. With tailored solutions for contracts, insurance, and wealth management, it empowers physicians to achieve success and independence. The platform also offers resources for personal and professional growth, ensuring comprehensive support at every stage of a physician’s journey.
Paradigm Norton is a purpose-driven financial planning firm that prioritizes aligning your financial decisions with your personal values. Their comprehensive services range from investment management to estate planning, ensuring a tailored approach that supports your unique financial journey. With a commitment to sustainability and responsible investing, they help clients achieve peace of mind while making a positive impact on the world.
MY Wealth Planners LLC offers comprehensive wealth management services in Longmont, Colorado. Specializing in tailored financial strategies, they prioritize clients’ best interests through a fiduciary approach. Their services include retirement planning, tax strategies, and estate management, ensuring a holistic financial experience. With a commitment to transparency and community involvement, MY Wealth Planners stands out as a trusted partner for individuals and businesses alike.
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.
Path Financial is a leading ethical financial adviser in the UK, dedicated to aligning investments with personal values and promoting sustainability. They offer a comprehensive range of services, including wealth management, retirement planning, and philanthropy, ensuring clients achieve peace of mind and financial well-being. With a focus on ethical practices and transparency, Path Financial helps clients navigate their financial journey while making a positive impact on society and the environment.
Rising Financial specializes in comprehensive financial planning and values-aligned investing for healthcare professionals. This women-owned, LGBTQ+ friendly firm focuses on creating lasting impact and empowering clients to make informed financial decisions. With a commitment to social responsibility, they blend financial management with sustainable practices, ensuring that clients’ money not only works for them but also contributes to the greater good. Their personalized approach and dedication to community involvement make them a unique partner in achieving financial goals while promoting positive change.
Laird Norton Wetherby offers a unique approach to wealth management, focusing on personalized financial expertise and comprehensive services. With a commitment to integrity and long-term relationships, they provide tailored solutions in wealth planning, investment management, and trust services. Their diverse team ensures that clients receive thoughtful advice that aligns with their unique financial goals. LNW also emphasizes sustainability through responsible investment practices, making it a trusted partner for those seeking to grow their wealth while contributing positively to society.
First Wealth is a Chartered Financial Planning Firm dedicated to helping clients shape their financial futures with clarity and confidence. They offer a range of services, including financial planning, wealth management, and coaching, all rooted in evidence-based strategies. As a Certified B Corp, First Wealth balances profit with purpose, focusing on sustainable investing and community impact. Their resources empower clients to make informed decisions and achieve their financial goals.
East Coast Credit Union offers a range of personal and business banking services tailored to meet the needs of its members. With a strong commitment to community support and financial education, it empowers individuals and businesses to achieve their financial goals while contributing to sustainable development.
This financial advising project offers tailored services to guide individuals through their financial journeys, focusing on retirement planning, investment management, and tax strategies. With a commitment to inclusivity and sustainability, clients receive personalized support to achieve financial independence and peace of mind.
Bailard is an independent wealth and asset management firm founded in 1969, offering comprehensive services that align financial portfolios with clients’ values. With a strong focus on responsible and impact investing, Bailard integrates financial, tax, and estate planning to provide a holistic wealth management experience. Their commitment to social responsibility is reflected in their core values and sustainable practices, making them a trusted partner for individuals and institutions alike.
Arista Advisory Group, LLC specializes in financial planning that aligns with your values and life goals. Their holistic approach encompasses investment consulting, retirement planning, and estate management, ensuring your financial decisions reflect your vision for the future. With a focus on sustainable and socially responsible investing, AAG empowers clients to make intentional choices that resonate with their beliefs. Partnering with AAG means embarking on a journey of financial well-being that prioritizes purpose and impact.
Pech Gestion specializes in personalized wealth management, focusing on understanding client needs and providing tailored financial solutions. With over 20 years of experience, the firm emphasizes capital preservation and innovative strategies to achieve financial goals. Their commitment to quality and client satisfaction sets them apart in the financial advisory landscape.
Holden & Partners is an independent financial advisory firm based in London, specializing in ethical and conventional investment strategies. Since 2003, they have provided tailored financial planning and investment management services to a diverse clientele, including families, charities, and business owners. Their commitment to sustainability is highlighted by their B Corp accreditation, ensuring that they prioritize both people and the planet in their investment approaches.
NorthFork Advisors is a dedicated team of financial advisors based in Bozeman, Montana, focused on aligning financial goals with personal values. They offer comprehensive wealth management services, emphasizing impact investing and fiduciary responsibility. With a commitment to transparency and sustainability, NorthFork Advisors empowers clients to make informed financial decisions that create meaningful change.
Fingerlakes Wealth Management offers holistic financial guidance tailored to individual needs. Based in Ithaca, NY, they provide personalized services including financial planning, retirement strategies, and values-based investing. With over 40 years of experience, they help clients navigate life’s financial complexities while aligning investments with personal values. Their commitment to sustainability and community impact sets them apart in the wealth management industry.
Core Capital Management, LLC has been a trusted partner for families and business owners since 2007, focusing on wealth creation and preservation through personalized financial strategies and sustainable investments.
Moneco Advisors has been dedicated to client-first financial planning since 1980. With over 40 years of experience, they provide personalized services for individuals, families, and small businesses. Their expertise includes retirement planning, generational wealth transfer, and support for fiduciary responsibilities. Moneco Advisors is committed to clear communication and community involvement, ensuring clients feel confident about their financial futures.
Earth Equity Advisors specializes in sustainable investing, helping clients align their financial strategies with personal values. With a focus on responsible stewardship and community building, they empower investors to make a positive impact on the planet. Their recent podcast features sustainability leaders discussing urgent topics and practical advice for ethical investing.
Sycamore Financial Group is a leading investment management and financial planning firm in Indiana, dedicated to helping clients achieve their unique financial goals through personalized strategies and sustainable practices.
Colorado Capital Management (CCM) is a Boulder-based financial advisory firm that focuses on aligning clients’ wealth with their core values. With over 25 years of experience, CCM offers a fee-only model that ensures unbiased advice, fostering meaningful relationships and a commitment to social and environmental responsibility. Their holistic approach to wealth management encompasses financial planning, investment management, and more, all tailored to individual goals.
Human Investing offers a holistic approach to financial planning, covering everything from investments to estate planning and retirement strategies. With a team of credentialed experts, they provide personalized services to help individuals and families achieve financial wellness. Their fee-only structure ensures transparency and accessibility, making financial planning available to everyone, regardless of their starting point.
Quish is a wealth management firm dedicated to sustainable financial growth. Founded by Mariah Quish, it offers tailored portfolios that connect wealth with environmental and social well-being. With a focus on multi-generational success, Quish helps families and individuals make impactful financial decisions. Their approach aligns with the Sustainable Development Goals, ensuring that every investment contributes to a better future for all.
Pekin Hardy Strauss Wealth Management is a Chicago-based investment firm that specializes in personalized financial planning and value-driven investment strategies. With nearly three decades of experience, they focus on understanding clients’ unique needs and values to craft tailored portfolios. Their commitment to fiduciary responsibility ensures unbiased advice, while their emphasis on sustainable investing aligns with modern economic goals. The firm’s disciplined approach to value investing, combined with a deep understanding of market dynamics, positions them as a trusted partner for clients seeking long-term financial success.
Envest Asset Management combines financial expertise with a commitment to sustainability, helping clients invest in alignment with their values. With a focus on ESG principles, they offer comprehensive financial planning and investment management services tailored to individual goals. Envest is dedicated to educating the public about the importance of responsible investing and its impact on society and the environment.
JTFM specializes in wealth management, offering tailored solutions that adapt to clients’ evolving needs. With a focus on flexibility and personalized service, they guide clients through financial challenges while promoting sustainable practices. Their commitment to social and environmental performance is reflected in their B Corp score and alignment with Sustainable Development Goals.
Heron House Financial Management Ltd has been providing personalized financial and life planning services for over 30 years. With a commitment to ethical practices and bespoke solutions, they prioritize understanding each client’s unique needs. Their award-winning team focuses on building long-term relationships, ensuring clarity and support in wealth management. As a B Corp Certified firm, Heron House is dedicated to sustainable financial growth and responsible investment strategies.
Good Green Money is a specialist IFA firm focused on ethical investments. Founded by Haydon Waldek, they provide tailored financial advice for clients looking to invest sustainably. With a commitment to social and environmental impact, they help clients align their investments with their values. The firm serves clients across the UK, focusing on high standards and ethical practices.
Redwood Grove Wealth Management is a boutique firm dedicated to empowering families and women through personalized financial planning. They focus on aligning financial strategies with life goals, ensuring clients achieve financial peace of mind. With a commitment to sustainability and community engagement, Redwood Grove stands out in the financial advisory landscape.
Stewardship Wealth is a unique financial planning firm that prioritizes purpose and community impact. Founded by Simon Glazier in 2018, the firm blends financial expertise with a commitment to charitable giving, creating meaningful employment opportunities, and fostering personal growth. With core values rooted in faith, family, and philanthropy, Stewardship Wealth stands out as a community-focused firm that believes in making money matter. Their long-term vision includes gifting profits to charity, ensuring a positive impact on both local and global communities.
Ayres Punchard Investment Management Limited is a leader in ethical financial planning and sustainable investment. With a commitment to aligning investments with values, they support the UN Sustainable Development Goals while ensuring financial returns. Their transparent approach builds trust and reflects their dedication to social and environmental responsibility.
Ovation Finance offers over 20 years of expertise in personalized financial planning, helping clients achieve their life goals while ensuring financial wellbeing. With a focus on understanding individual needs, Ovation provides tailored advice for professionals, business owners, and those planning for retirement. Their ethical approach and commitment to client satisfaction set them apart in the financial services industry.
Satis Wealth Management is a Chartered financial planning firm based in London, dedicated to providing clients with personalized and ethical wealth management solutions. With a focus on fiduciary standards, they ensure that client interests come first, offering expertise in retirement planning, investment structuring, and more. Their commitment to sustainability and ethical practices makes them a trusted partner for those seeking financial peace of mind.
Moneyworks specializes in ethical financial planning and investment advice, helping clients align their financial goals with their values. With a focus on integrity and transparency, they offer tailored solutions for sustainable investing and comprehensive financial reviews. Their dedicated team ensures clients feel supported throughout their financial journey, making responsible investing accessible and straightforward.