Financial Planning & Sustainable Wealth Management
Partnering with our clients to plan for and reach their financial goals sustainably.
Each of us is a CERTIFIED FINANCIAL PLANNER® professional, and together we bring a combined 37 years of experience serving clients as fee-only investment advisors and fiduciaries. As fiduciaries, we are committed to placing our clients’ interests first in the advice we provide.
Unlike many advisors, we do not receive commissions or transaction-based compensation. Our compensation comes solely from the advisory fees paid by our clients, which helps reduce potential conflicts of interest.
We believe that pursuing long-term financial goals can be consistent with responsible environmental stewardship. As part of our investment process, we often seek opportunities in companies and sectors that support sustainable economic activity, including:
Clean solar and wind energy
Clean water resources
Clean technology
Low carbon footprint businesses
Businesses that maximize environmental advantages and minimize environmental risks
Businesses that support energy efficiency and emissions reductions
“The most difficult thing is the decision to act, the rest is merely tenacity.”
— Amelia Earhart
Our Services
Fee-only Financial Planning
We do not sell any products, ever. This ensures that sales incentives will not bias our recommendations. Your goals are our goals, and we always act as a fiduciary.
Fee-only Investment Management
We are always keeping an eye on your accounts and earn zero commissions, ever. We manage your investments toward your own personal goals. Our fee is based upon a percentage of the total value of all of your accounts that we manage.