1. David L. Meucci, CFP®, ChFC,

    Sebastopol, CA

    'You vote with your dollars, you vote on election day, and you vote with your investments and savings.' Comprehensive socially responsible financial planning. Member of First Affirmative Financial Network.

  2. S. David Bue, CFP®, AIF®, Affirmative Financial

    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.

  3. Bill Holliday, Fee Only Financial Planner, CFP®, AIO Financial

    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.

  4. David Bromelkamp, President and CEO, Allodium Investment Consultants

    aicria.comMinneapolis, MN

    We provide fee-only investment consulting services to individual and institutional investors who have socially responsible investment preferences. Member of First Affirmative Financial Network

  5. Kyle Boyd, Altavista Wealth Management

    www.altavistawealth.comAsheville, NC

    Wealth management and Trust services. Registered investment advisory firm.

  6. Eric Souders, Ascendant Financial Solutions

    www.ascendant-financial.comFlagstaff, AZ

    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

  7. Greg Lessard, CRPC®, President, Aspen Leaf Partners

    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.

  8. Azzad Asset Management

    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.

  9. Birchwood Financial Partners

    www.birchwoodfp.comEdina, MN, United States

    Financial planning and investment advisory services including SRI/ESG investing to assist clients in reaching their financial objectives. Over 25 years working with SRI/ESG investing.

  10. Judith Seid, CFP®, Blue Summit Financial Group, Inc.

    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.

  11. Bluprint Financial, Inc.

    www.SharePowerResponsibleInvesting.comRedwing, MN

    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.

  12. Scott Buttfield, CFP®, Buttfield & Associates

    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.

  13. John Wolff, AIF®, CFP®, CLU, ChFC, CEO & Managing Director, Capital Fiduciary Advisors

    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.

  14. Robert Shepard, Capital Management Securities

    cap-mgt.com/Minneapolis, MN

    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.

  15. Celia Mueller, CFP®, Progressive Asset Management

    www.CeliaMueller.comPortland, OR

    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.


Many financial planners advise businesses and institutions in addition to individual investors, and may have earned one or more of the following professional designations: