With over 30 years of experience in Socially Responsible Investing (SRI), currently being referred to as ESG Investing,  we provide advisory services to help you achieve financial goals without sacrificing your values and beliefs.  We help you simplify and organize your life, reducing your financial anxiety.  We help you do what you "should" do when you have little time and/or difficulty acting on your decisions.

We offer personalized family wealth management for individuals, families, businesses, widows, inheritors, non-profit and mission-based organizations. For a free initial consultation click the "Contact Us to Learn More" button at the bottom.  Services we offer include:

  • Free Initial Consultations                                            

  • Second Opinions and Review of your current portfolio

  • Fee-only fiduciary/Wealth Management Customized for Your Unique Needs with full fee disclosure and transparency  (We accept no up-front or ongoing sales commissions ever!)

  • High Impact Model Portfolios with Low Minimums and Automated Re-Balancing

  • Federally Insured, Liquid, High-Yield Impact Cash, UP to 25 Million

  • High-Yield Cash Options

  • Retirement Plan Set Up and Management (IRA, SEP, SIMPLE, ROTH, 401k, 403b, Defined Benefit Plans, etc.) for all phases of retirement-(Accumulation, Growth, and Distribution)

  • Rollovers & Consolidation of Former Employer retirement plans for simplification and ease of monitoring

  • Tax-Favored Income Investing for your retirement or current and future cash-flow needs and tax situation

  • Ongoing Monitoring and Performance Reporting with Adaptive Risk Management

  • Personalized Holistic Financial-Life Planning and/or Hourly Modular/Focused Plans

  • 529 Plan Investments for college and education funding for your children and grandchildren

  • Inheritance and Trust Investment and Family Wealth Management, Estate Planning, and Tax Planning

  • Philanthropic and Gift Planning, including Donor Advised Funds

  • Community Investing for High Social Justice Impact

  • No commission (Fee-Only) Annuities and Annuity Management

  • Institutional Stock and Bond Management (for individual securities-tax-free laddered bonds and stock portfolios)

  • ESG/SRI Environmentally and Socially Conscious Mutual Funds and Exchange Traded Funds (ETF's)

We provide our clients with independent and objective fee-only fiduciary advice, management, and financial planning uniquely customized and in by your values for retirement, tax-favored income or growth, or for whatever your financial needs are. We diligently strive to provide competitive returns but also believe that life is about more than just profit alone. We often go over and above the normal call of duty in advocating for you, our clients. We truly care about you, your families, and your success. Our income and interests are directly tied to your success, because the better you do, the better we do. When you profit, we profit and when you suffer, we suffer.

We work together with you to help (get your ducks in a row) to simplify life, enable you to thrive, have comfortable and meaningful lives, and reduce your anxiety about your finances, so you don't have to worry about that part of your lives.

We collaborate/coordinate with your tax, insurance, and legal advisers on your behalf, and provide professional referrals when needed.

Contact Us To Learn More