www.arcadvisers.netBoise, ID, United States
Fee-only financial planning and sustainable investment management for individuals, couples, and families to help align financial lives with goals and values. Member of First Affirmative Financial Network
Professional member and investment advisor representative of First Affirmative Financial Network, LLC, an independent investment advisory firm registered with the SEC specializing in socially responsible investing. Member of First Affirmative Financial Network
- Colorado Springs, CO, United States
CEO of the First Affirmative Financial Network which supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact (SRI) investing through providing unique resources and practical management assistance to financial advisors seeking to grow their practices by working with socially conscious clients.
- www.FirstAffirmative.comColorado Springs, CO
Supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact (SRI) investing. We offer unique resources and practical management assistance to financial advisors seeking to grow their practices by working with socially conscious clients. For more information on investing or to join the First Affirmative Financial Network, please contact us.
A nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member of First Affirmative Financial Network
St. Louis, MO
Develops strategies to reduce taxes and maximize cash flow using clients goals. Specializes in employee benefits and 401(k)s. Works with individuals and corporate clients. Member, First Affirmative Financial Network.
- www.goodharv.comHuntington, NY
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community development investments. Specialize in high-net-worth situations, while available to a diverse clientele. Services are highly personalized and confidential.
- greenriverfinserv.com/San Anselmo, CA
Patrick is a Certified Financial Planner™ and has published a book on “Green” Investing. Through his firm Green River Financial, he manages investor portfolios, improving performance while aligning investment strategies with personal values.
This is the Vermont Office of Greenvest™ -- providing personal consulting on Socially Responsible Investing, plus the universe of socially responsible investments to support your beliefs. In our over 28 years of combined experience as SRI advisors, we have learned that more than anything people want a trustworthy personal consultant to make sense of it all — and of course to help them make the most rewarding decisions. That’s the Greenvest difference. We take the time to really listen to your financial needs and social issues, then explain in plain English every concept so you feel truly comfortable in moving ahead. We help guide you to the right types of accounts to start — taxable, tax-advantaged or trust accounts — to maximize long-term returns. We create customized SRI portfolio(s) for your unique situation and beliefs. And we are available to you throughout the year to answer questions and monitor your investments.. Member, First Affirmative Financial Network.
www.greenvest.netWest Whately, MA
Specializing in Socially & Environmentally Responsible Investing. I create customized investment portfolios that reflect a client's risk tolerance, time horizon and investment goals, while also incorporating the investor's social & environmental concerns. Member of First Affirmative Financial Network.
Colorado Springs, CO
Twenty-six years in the profession of investment advice with 20 years helping socially concerned investors select and manage social mutual funds and other social investing options. Member of First Affirmative Financial Network
Colorado Springs, CO
Private portfolio management for socially and environmentally conscious investors. Member, First Affirmative Financial Network.
Woman-owned business offering a focused, holistic approach to financial planning with additional expertise working with the LBGT community and socially responsible investing. Member, First Affirmative Financial Network, Financial Planning Association.
Specializing in financial planning and socially responsible investing. Member, 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.