1. Tyler Mainquist, CAP®, CLTC®, Central Financial Services

    Lincoln, NE

    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

  2. Lenard Cohen, Owner, CF Services Group, Inc.

    www.lencohen.comGaithersburg, MD

    We provide financial planning and investment advisory services to help you align your investments with your values. Personal accounts, 401(k), and 403(b) plans are welcome.

  3. Bob Dreizler, ChFC, Chartered Financial Consultant

    www.bobdreizler.comSacramento, CA

    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.

  4. Clean Yield Asset Management

    www.cleanyield.comNorwich, VT, United States

    Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns.

  5. Steven Ellis, Colorado Capital Management, Inc.

    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.

  6. Jim Frazin, Communitas Financial Planning

    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.

  7. Ian McLeod, Communitas Financial Planning

    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.

  8. Myrna Rivera, CIMA, Pres. & CEO, Consultiva Internacional, Inc.

    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.

  9. Doug Nelson, Doug Nelson Money Coach

    lincolninvestment.comBonner Springs, KS

    Socially responsible and values-driven investment options. Comprehensive financial planning and risk management solutions. Legacy building and wealth transfer strategies. Member of First Affirmative Financial Network

  10. Lincoln Pain, CFP®, AIF®, Effective Assets

    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.

  11. Justin Martello, CFP®, Effective Assets™ / Invest to Change the World

    www.effectiveassets.comBerkeley, CA

    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

  12. Kathleen Talboom, Essentia Financial Inc.

    Indian Rocks Beach, FL

    Specializing in socially and environmentally responsible investing since 1990.

  13. Dennis Scully, Financial Advisor, Essex Securities, LLC

    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.

  14. Helen Beichel, FatTail Financial Advisory Group Inc.

    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.

  15. Jill Hollander, MBA, CFP®, Financial Connections Group, Inc.

    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.


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