Your financial goals. A Healthy Planet. A just society. it matters
We are full-service financial advisors with a vision of bringing socially responsible investing (SRI) and planning to individuals, families, small businesses and nonprofits. We offer a wide range of financial services. For individuals and families, we provide portfolio management, financial planning and life, health and disability insurance. For nonprofits and small businesses, we also offer group retirement plans and corporate benefits.
Like you, we are concerned with creating a better, more just society and a healthy, sustainable planet. It is for that reason we are strongly committed to helping you meet your personal financial goals, while empowering you to use your investments to address the social and environmental issues you most care about. Through investment screening, community investments and shareholder advocacy, our clients are able to make an impact in several meaningful ways.
We are capital area representatives of SharePower Responsible Investing, a national company of socially responsible financial advisors. SharePower is a different kind of independent financial company. SharePower is collectively owned by all member advisors and support staff. We serve our clients first and foremost and are not beholden to a Wall Street or insurance behemoth. We firmly believe that the best investment program meets the financial needs of each client and contributes to a better society.
Whether you are new to investing or financial planning or have been a long time investor, discussing your finances with an advisor can often be a daunting proposition. We understand that for many people finding a financial advisor who they can trust, who they are comfortable with, is at the bottom of their to-do list. Yet, we do believe that finding the right financial advisor for you is worth the time and effort.
To make it a bit less painful, we offer a free, no obligation consultation over the phone or in person at our office or wherever is most convenient for you. In this initial consultation, we will work together to identify your financial needs, life goals and personal and social values. In addition, this initial conversation helps you to learn more about us and, if there is a good fit between our services and your financial needs, to lay the groundwork for possible next steps.