- Westport, CT
A 'financial coach' who can help maximize your opportunities with investments, insurance, tax, estate, and retirement planning. Building relationships with SRI-focused clients since 1986. Member, First Affirmative Financial Network.
- www.aiofinancial.comTucson, AZ
AIO Financial is a fee only financial planning firm that specializes in Socially Responsible Investing. We offer a free upfront meeting. We work with individual clients throughout the US. As an independent fee only personal financial planning firm we earn no commissions and sell no products. We can work on an hourly basis, assets under management or for a fixed fee. Socially Responsible Investing (SRI) is an investment strategy seeking to maximize both financial return and social good.
We provide fee-only investment consulting services to individual and institutional investors who have socially responsible investment preferences. Member of First Affirmative Financial Network
Independent, fee based, Accredited Wealth Management Advisor, focused on client centric solutions through fossil fuel free portfolios dedicated to shareholder activism Seeks long term relationship with financially responsible clients who want to change the world for the good of all humanity. Member of First Affirmative Financial Network
- www.aspenleafllc.comGolden, Co, United States
Fee-only financial advice (no product sales). Comprehensive wealth management via holistic financial plans and low cost, tax efficient, sustainable investment portfolios.
- www.azzad.netFalls Church, VA, United States
Has been managing socially responsible portfolios since 1997. Sponsors a wrap program for retail clients who demand a comprehensive investment solution using asset allocation, rebalancing, socially responsible screening, and a unique broker platform. Also manages and is the investment advisor to the Azzad Funds. For institutional clients, Azzad manages international and real estate model portfolios.
www.bluesummitinvest.comSan Diego, CA
Integrating full-service financial and life planning with SRI individualized portfolio management since 1992. Retirement planning; fee-based asset management; real estate 1031 exchanges; 401(k)s; IRAs; and life, disability, and long-term care insurance. Member, First Affirmative Financial Network.
We offer a full range of personalized responsible investment strategies, including Fossil Fuel Free portfolios, designed to meet your financial goals, promote a better society and a healthy planet. Member, SharePower Responsible Investing and First Affirmative Financial Network.
www.buttfieldandassociates.com/Red Bank, NJ
Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow management, risk management, education, investment, tax, retirement, and estate planning. Member, First Affirmative Financial Network.
- www.capitalfiduciaryadvisors.comReston, VA, United States
Capital Fiduciary Advisors, LLC is committed to our clients' success - offering objective, strategically focused investment advice and wealth management services, independent thinking, and superior service.
Comprehensive financial and investment planning for individuals, small businesses, nonprofit organizations, and retirement plans, specializing in socially responsible investments. Experienced instructor and speaker on SRI. Member, First Affirmative Financial Network.
Helping socially and environmentally responsible investors reach personal goals and live their values through SRI investing, (also known as Sustainable, Responsible, Impact Investing). Services include asset management, financial planning, and retirement planning. Member, Progressive Asset Management Group & First Affirmative Financial Network LLC.
Customized strategies to align your personal values with your financial goals. Focus on impact investing -- including environmental, philanthropic and faith-based options. Member of First Affirmative Financial Network
Many financial planners advise businesses and institutions in addition to individual investors, and may have earned one or more of the following professional designations:
Accredited Investment Fiduciary® (AIF) A professional designation that recognizes knowledge and competency in the area of fiduciary responsibility. Holders of the AIF mark have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Designees must be able to understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process applying the principles of Modern Portfolio Theory, document all due diligence, and above all, treat their clients with the utmost prudence and care.
Certified Financial Planner® (CFP) CFPs have completed a two- or three-year course and comprehensive examination. Depending on the level of degree work completed in a collegiate setting, a CFP must have three to five years of financial planning-related experience prior to receiving the right to use the CFP mark and must voluntarily ascribe to CFP Board’s Code of Ethics. CFPs must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits, and insurance.
Certified Public Accountant® (CPA) Accountants often offer financial products/services, but CPAs with the “Personal Financial Specialist” designation have at least 250 hours of yearly experience in financial planning, and have passed an exam. Depending on the state, most CPAs are required to hold a college accounting degree.
Chartered Financial Consultant® / Chartered Life Underwriter (ChFc/CLU) These designations are awarded upon completion of a three-year course of study with the American College focused on taxes, estate planning, insurance, financial planning and portfolio management. Insurance agents (or life underwriters) are licensed by the states in which they do business.
Registered Investment Advisor (RIA) Registered with and regulated by the Securities and Exchange Commission (SEC) and/or the states in which they conduct business. Compensation paid to RIA firms is generally based on fees earned on assets under management.
Brokers are NASD (National Association of Securities Dealers) Registered Representatives that buy and sell securities on behalf of their clients.