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. We help people align their money with their values by making socially responsible choices. Our clients invest in what matters to them and make a difference in society by using the power of shareholder advocacy. Placing your core beliefs at the center of the financial planning process helps you make better long-term decisions with your assets. The variety of ethical investment and impact investment options we provide means you don't have to choose between your values and investment performance.
Our firm is deeply committed to making a positive difference in the world. We help individuals, small businesses, non-profits, and other organizations align their investment decisions with their values and mission statements. Athens Impact is located off East State Street in Athens Ohio next to Village Bakery. Your portfolio is screened for issues that are important to you. We use both positive and negative screens to create a customized, individualized, tailored portfolio for you. You can be part of shareholder advocacy efforts from the comfort of your couch.
We offer fossil fuel free investing for climate focused clients. We also have the ability to create a passive direct index stock portfolio to minimize costs and aid in generational transfer without excessive tax consequences. Everything we offer is screened for environmental, social and governance aspects of a company, i.e. ESG investing. That is the starting point. From there, we apply both positive and negative SRI screens. Our positive screens include investing in companies that value refugees, women leaders, healthy hearts, LGBT rights, disability inclusion, racial justice, ethical supply chains. We can divest from the prison industrial complex, dark money, deforestation, weapons, big tobacco, fossil fuels, and pipelines on indigenous lands. We can measure and minimize the greenhouse gas emissions of your portfolio and we offer community impact investments that can be incorporated into any portfolio.
We consider our clients, friends. The foundation of our practice is based on strong, meaningful relationships with a clear understanding of what is important to you. We offer a wide variety of financial planning strategies including legacy and estate planning, retirement income planning, portfolio construction and management, charitable giving strategies, long-term care and end of life planning, education, budgeting, and savings options, and group retirement plans. Begin with a free consultation. All services can be canceled and prices are negotiable.
We offer comprehensive financial plans and ongoing financial analysis. This includes, values screening, investment analysis, retirement income planning, risk analysis and what-if planning, insurance analysis, tax planning strategies, estate planning, charitable giving strategies, ongoing updates and advice, behavioral finance coaching if desired, discounted AUM and AUA rates, and tax services when needed. We work with an attorney to help with wills, trusts, health care power of attorney, living will, medical power of attorney, and advanced directives. We also offer a fee only insurance shopping service, hourly advisory services, assets under advisement, business planning, cash flow and debt management, college savings, employee benefit optimization, and will soon be offering ongoing financial coaching.
Michelle Wilson is an independent, fee-only fiduciary who holds a Master's degree in financial planning and has over 25 years of experience in the financial services industry. She founded Athens Impact LLC to deliver a comprehensive wealth management experience to her clients focused on ethically and socially responsible investment principals. She earned her Accredited Investment Fiduciary ® certification and passed the FINRA series 7 and 66 licenses. She holds an insurance license in the State of Ohio. As a fee-only fiduciary, she does not offer any commission-based products and does not accept any kick-backs for her services. She was one of the first in the region to earn her Chartered Socially Responsible Investment Counselor ® certification.
Michelle owns a cabin on 30 acres in SE Ohio. Her goal is to have a self-sustainable lifestyle by the time she retires. She enjoys spending time with her partner, Gil, and being near her children and their families. On founding a business dedicated to sustainable practices, Michelle is grateful to be doing something that matters and makes a difference in the world. In the future, she plans to fund a non-profit dedicated to financial education for Appalachian women.