Offers investments for socially and environmentally concerned individuals and organizations. Author of Tending Your Money Garden. Available for talks, seminars, and hourly consultation. Member, First Affirmative Financial Network.
- www.coloradocap.comBoulder, CO
Colorado Capital Management is a Certified B Corporation and a leader in the field of impact investing (SRI, ESG, and private debt and equity). Located in Boulder, Colorado, we manage approximately $250 million in assets for families and foundations and have a 15 year track record of success. We provide fee-only financial advisory services including financial planning, portfolio management, and impact investing. The founder of our firm and the head of our impact investing practice is Steven Ellis, CFA who has nearly three decades of experience as a financial advisor and has a similar tenure as an active community volunteer. Everyone at CCM believes strongly in giving back to our community through volunteerism and through the CCM Foundation. We are frequently sought out as speakers on impact investing for conferences, classroom lectures, and community events. We are also writing a guide to the industry for students, professionals and investors wishing to enter the field.
www.communitasfinancial.comSan Francisco, CA
Socially responsible retirement plans. Wrap-around fiduciary coverage. Model portfolios for participants may raise satifaction and increase participation. Member: Garret Planning Network and First Affirmative Financial Network.
www.communitasfinancial.comSan Francisco, CA
Fee-only (no commissions) financial planning, socially responsible investment management services, and retirement plans. Friendly, accessible service. Member: Garrett Planning Network and First Affirmative Financial Network.
www.consultiva.comSan Juan, PR
A woman-, Hispanic-owned investment management consulting firm. The firm designs and implements customized investment strategies for small-middle market institutional and private clients. Member, First Affirmative Financial Network.
www.effectiveassets.comEl Cerrito, CA
Invest to Change the World®. Specializing in Socially Responsible Investing (SRI) for over 29 Years. Fee-Based SRI Portfolio Management & Comprehensive Goal-Based Financial Planning. Investment Consulting & Advice to Institutional Fiduciaries & Trustees; Shareholder Activism; financial, tax, estate and business transition planning; 401(k) Set-up and Advising; Same-Sex Couples. Member of First Affirmative Financial Network.
Specializing in Socially Responsible Investing for over 29 years, Effective Assets provides fee-based financial planning and SRI portfolio management to individuals, families and business owners. Member of First Affirmative Financial Network
- Indian Rocks Beach, FL
Specializing in socially and environmentally responsible investing since 1990.
- www.essexsecurities.comNorthfield, IL
Provides fee-only and flat-fee options. Clients often have faith traditions. Services include a full range of financial planning including retirement, education, life goals, etc.
- www.fattailfinancial.comBrooklyn, NY, United States
An independent firm providing financial planning and wealth management services specializing in pre-retirement, income planning, business planning, and socially responsible investing.
- www.financialconnections.comCorte Madera, CA
A fee-only financial services company whose mission is to help clients integrate their values and images of the future with their financial resources.
Develops and implements personalized strategic plans, including retirement and estate planning, as well as investment management. Investment screening is tailored to individual preferences.
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.