Map of Certified Business Member Profiles
Azzad Asset Management
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
Fattail Financial Advisory Group Inc
An independent firm providing financial planning and wealth management services specializing in pre-retirement, income planning, business planning, and socially responsible investing.
Stakeholders Capital
A full-service, independent, fee-only investment management firm committed to advancing SRI--serving individuals and institutions with a sophisticated strategy to reduce volatility.
First Heartland Corporation
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.
Birchwood Financial Partners
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.
Responsible Investment Group
Our practice focuses on individuals and non-profit organizations concerned with the social and ethical implications of investment decisions.
Stonepath Wealth Management
Utilize your assets for environmental change, social justice, and financial return. Love to educate in SRI. Member US-SIF
Altavista Wealth Management
Wealth management and Trust services. Registered investment advisory firm.
Natural Investments, LLC
Financial activist serving SRI clients since 1989. Co-authored Investing with Your Values: Making Money & Making a Difference (2000). Please see Natural Investment LLC. Member of First Affirmative Financial Network.
Allodium Investment Consultants
We provide fee-only investment consulting services to individual and institutional investors who have socially responsible investment preferences. Member of First Affirmative Financial Network
Affirmative Financial
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.
Reservoir Financial
Caring, Understanding and Customized. Planning for the Financial Life You Want.
RBC Wealth Management
Part of a team of SRI consultants, SRI Wealth Management Group at RBC, that conducts long-term investment planning, asset allocation analysis, shareholder advocacy, and third-party money manager recommendations and monitoring. Enables clients to use capit
Clean Yield Asset Management
Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns.
Rainbow Investment Solutions
Aligning your investments with your values and mission. Full range of investment services for individuals, families and non-profits, with experience in the Unitarian Universalist and LGBTQ communities. Fossil fuel free portfolios available. Member, Progre
Portfolio Resources International Group
A registered representative since 1983 working with SRI. Also operates a tax preparation and tax planning business specializing in individual, corporate, and small-business taxation. Member, First Affirmative Financial Network.
Bob Dreizler, Chartered Financial Consultant
Offers hourly consultations and investments for socially and environmentally concerned individuals. Author of Tending Your Money Garden. Member, First Affirmative Financial Network.
Fingerlakes Wealth Management
As a socially responsible, ESG, fee-based investment advisory firm, we are committed to create and maintain wealth for our clients through tailored, long term, goals-based asset management through sustainable & responsible investments. We have equipped ou
Natural Investments LLC
My mission is to help progressive investors achieve their long-term financial goals and make the world a better place using Socially Responsible Investing. I am a Certified Financial Planner™ with 20+ years of experience in the investment industry.
Social Equity Group
Socially Responsible financial management, college savings, IRA account services. Individuals, organizations, and religious communities nationwide. Large clientele in California and Midwest. Interviewed for Barron's, ABA Journal, NY Times. Encourages new
Natural Investments, LLC
Helping you connect your values and your financial life for over 20 years. Account minimum: none. Member of First Affirmative Financial Network
Horizons Sustainable Financial Services, Inc.
Where financial goals and values meet. Member, First Affirmative Financial Network.
Gump & McHugh Advisory
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
Hansen’s Advisory Services, Inc.
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.
Hathaway Financial Services
Specializing in financial planning and socially responsible investing. Member, First Affirmative Financial Network.
Financial Connections Group, Inc.
A fee-only financial services company whose mission is to help clients integrate their values and images of the future with their financial resources.
Impact Financial Planners
Impact Financial Planners is a fee only financial planning firm specializing in Sustainable Responsible Impact Investing. We offer a free upfront meeting. We work with individual clients throughout the US.
Impact Financial Planners
Impact Financial Planners is a fee only financial planning firm specializing in Sustainable Responsible Impact Investing. We offer a free upfront meeting. We work with individual clients throughout the US.
Impact Financial Planners
Impact Financial Planners is a fee only financial planning firm specializing in Sustainable Responsible Impact Investing. We offer a free upfront meeting. We work with individual clients throughout the US.
Impact Financial Planners
Impact Financial Planners is a fee only financial planning firm specializing in Sustainable Responsible Impact Investing. We offer a free upfront meeting. We work with individual clients throughout the US.
Kelly Jones Investment Services, Inc.
Full-service planning and investment management for socially concerned clients. Emphasizes active risk management to address current global challenges and opportunities.
Natural Investments, Michael Kramer, Managing Partner
Managing Partner and Director of Social Research serving individuals and institutions nationwide. Co-author, The Resilient Investor: A Plan for Your Life, Not Just Your Money. Board Member, USSIF: The Forum for Sustainable and Responsible Investment.
Earth Equity Advisors
Earth Equity Advisors is the leading sustainable, responsible, and investment and planning firm. Since 2004, we have been helping our clients align their investments with their values.®
Pershing LLC
Investment advice and brokerage services to individuals, families, businesses, and nonprofits. Building long-term relationships with clients who are personally committed to investing in a socially responsible manner. Member, First Affirmative Financial Ne
Veris Wealth Partners
Wealth manager serving families and foundations who care as much about investment performance as using their wealth to positively impact the world.
Aspen Leaf Wealth Management, PBC
A public benefit corporation (PBC) with B Corp certification that exists to help you make sense of sustainable investing.
Aspen Leaf Wealth Management, PBC
A public benefit corporation (PBC) with B Corp certification that exists to help you make sense of sustainable investing.
Wells Fargo Advisors
Financial Advisor, Certified Financial Planner®, Certified Investment Management Analyst®.
Greenvest / Vanderbilt Financial Group
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.
Natural Investments, LLC
Fee-based socially responsive financial planning and investment management. Specialty in community-development investing, domestic and international. Works extensively with faith-based folks. Member of First Affirmative Financial Network.
LPL Financial
Client-centered financial planning and investment management geared towards individuals, families, and small-business owners. 32+ years of experience, specializing in SRI since 1986.
Mainquist SRI
ALIGN YOUR PRINCIPAL WITH YOUR PRINCIPLES. Customized strategies to align your personal values with your financial goals. Focus on impact investing -- including environmental, philanthropic and faith-based options.
Natural Investments, LLC
Providing financial advising and portfolio management for clients nationwide using exclusively socially and environmentally responsible investments. Specializing in community and regenerative investments. Member of First Affirmative Financial Network.
Portfolio Resources Advisor Group/Joyce Moore Financial Services/FAFN
Since 1991, providing SRI retirement & planning services. Asset management, social screening, retirement plans & insurance. Compensation: hourly, percentage or commission. Member of First Affirmative Financial Network
Sustainable Wealth Advisors
Comprehensive financial planning and highly customized investment management strategies for socially and environmentally conscious investors. Specializing in portfolios screened for your personal core values,
Transformative Wealth Management, LLC
Fee-Only Sustainable, Responsible, Impact (SRI/ESG) Investment Management, and Financial Planning for over 25 years. IRA's rollovers, retirement/financial planning, trust investment management, fossil fuel free and customized screened portfolios.
Doug Nelson Money Coach
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
Newground Social Investment, SPC
For 30 years as a fee-only planner / ESG wealth manager for individuals, families, and foundations – joined with transformative shareholder engagements, Newground serves as a trusted legal fiduciary. New clients welcome | $1M minimum threshold.
Quantum Financial Planning, LLC
Provider of hourly, fee-only, financial and investment advice since 2005. Author of two books on low fee socially responsible investing.
Natural Investments, LLC
We offer sustainable portfolio management and personalized investments advice, holistic financial planning, and leadership in helping to relocalize the food and investment process. Member of First Affirmative Financial Network.
Natural Investments, LLC
Fee-only financial advisor specializing in customized investment management and financial life planning for socially and environmentally conscious investors. Member, First Affirmative Financial Network.
Natural Investments
Integrating your values with your financial goals through fee-only sustainable, responsible impact investment management. SRI, green economy and fossil-fuel free portfolios. Offices in Ithaca, White Plains, and New York City.
Natural Investments
Integrating your values with your financial goals through fee-only sustainable, responsible impact investment management. SRI, green economy and fossil-fuel free portfolios. Offices in Ithaca, White Plains, and New York City.
Natural Investments
Integrating your values with your financial goals through fee-only sustainable, responsible impact investment management. SRI, green economy and fossil-fuel free portfolios. Offices in Ithaca, White Plains, and New York City.
Private Banking & Investment Group at Merrill Lynch
Assists UHNW individuals and institutions in their financial strategies and life goals.
Natural Investments LLC
Connecting your financial life and your values, feel free to reach out to us! Member of First Affirmative Financial Network.
Mary Anne Mayer Redmond Wealth Management
Offering comprehensive services & products relating to wealth management, Mary Anne Mayer Redmond is an independent advisor whose firm includes specialization in sustainable/socially responsible investments.
Consultiva Internacional, Inc.
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.
Portlandia Investment Management, Inc.
A Registered Investment Advisor and fee-only investment management firm. Works with individuals, institutions, their money, and their choices, offering services that include portfolio management and advisory consultation. Primary focus is to provide finan
Greenvest/Vanderbilt Financial Group
I focus exclusively on socially and environmentally responsible planning, investments and exclude fossil fuel exposure. Member, First Affirmative Financial Network
Essex Securities, LLC
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.
Blue Summit Financial Group, Inc.
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. M
Oracle Financial Planners, LLC
No cost initial consultation. From 2008 to 2011 voted 'Five Star: Best in Client Satisfaction Wealth Manager' by MPLS/St.Paul Magazine. Providing financial and retirement planning, 529 college savings plans, and life insurance since 2003.
Capital Management Securities
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 Financ
Cetera Advisor Networks
Develops and implements personalized strategic plans, including retirement and estate planning, as well as investment management. Investment screening is tailored to individual preferences.
Wells Fargo Advisors
Full-service investment management, brokerage services, and investment planning for socially and environmentally concerned individuals, businesses, and institutions.
Natural Investments, Pacific Northwest & Midwest
Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1985. Asset management, investment consulting, and financial planning.
Natural Investments, Pacific Northwest & Midwest
Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1985. Asset management, investment consulting, and financial planning.
Rightpath Investments & Financial Planning, Inc.
Provides independent, personalized, values-based financial planning, investment advice, and wealth-management services. Member, First Affirmative Financial Network.
Steele Financial Services, Inc.
Helps clients succeed in today's ever-changing economic environment by providing reliable, first-rate accounting and financial services.
Northfork Financial, LLC
Providing advice on socially conscious and community investing for individuals, foundations, nonprofits, and retirement plans. Experienced instructor and speaker. Member of First Affirmative Financial Network
Portfolio Resources Advisor Group
Specializing in Sustainable and Socially Responsible Impact Investing since 1999. Providing retirement, financial, and philanthropic planning to individuals, businesses and nonprofits using ESG criteria. Member, First Affirmative Financial Network.
Essentia Financial, Inc.
Specializing in socially and environmentally responsible investing since 1990.
Thompson Financial Group, LLC
We can help align your investment needs with personal values and societal concerns. Offering a full range of financial services and management of SRI portfolios.
Thompson Financial Group, LLC
We can help align your investment needs with personal values and societal concerns. Offering a full range of financial services and management of SRI portfolios.
Rainbow Investment Solutions
Align your investments with your values. We provide a full range of investment and planning services with experience in the LGBTQI community. Environmental, social and governance screened portfolios.
Vision Capital Investment Management
David Kim, President, in SRI since 1983 as a founder of Working Assets. Socially, environmentally responsible investment management with portfolios customized for social and financial criteria.
Vision Capital Investment Management
David Kim, President, in SRI since 1983 as a founder of Working Assets. Socially, environmentally responsible investment management with portfolios customized for social and financial criteria.
Greenvest
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 ha
StakeHolders Capital
Greg is head of the west coast office and Senior Wealth Advisor with Stakeholders Capital, a boutique registered investment advisory firm specializing in Socially Responsible Wealth Management. Member, First Affirmative Financial Network.
Wells Fargo Advisors, LLC
Mr. Wolfe provides concierge financial services to a select group of private clients. For well over the last decade he has helped his clients align their investment and social policies.
Capital Fiduciary Advisors
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.
JPS Global Investments
Impact investing, investment advice, asset management, and financial planning. Member of First Affirmative Financial Network.
Bond & Devick Wealth Partners
BCorp certified financial advising firm. Independent, fiduciary, investment advisors with 20+ years SRI/ESG investing experience.
Communitas Financial Planning PBC
Socially responsible retirement plans. Wrap-around fiduciary coverage. Model portfolios for participants may raise satisfaction and increase participation. Member: Garret Planning Network and First Affirmative Financial Network
LPL Financial
New England Financial Group
Athens Impact Socially Responsible Investments
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.
Horizons Sustainable Financial Services, Inc.
Horizons offers a full range of investment services to further socially conscious values. Contact us to find out more!
Sustainable Advisors Alliance
Laura Isanuk provides socially responsible financial planning and investing advice that allows you to build a positive financial future for yourself while doing good for the world. IAR with First Affirmative Financial Network
Empowered Investments
RJ Devick
SFMG Wealth Advisors
SRI Investing
Gary Matthews is the CEO of SRI Investing - helping progressively-minded people and organizations develop healthy relationships with money and invest in ways that contribute to a more peaceful, just and sustainable world.
Skye Investment Advisors, LLC
Sustainable Impact Investing, ESG is in our name.
3 Sisters Sustainable Management
Natural Investments, LLC
Planning Within Reach, LLC
Fee-only, fiduciary financial planner & tax preparer.
Conte Wealth Advisors
Chris specializes in Sustainable Investing (Socially Responsible Investing (SRI), Environmental, Social & Governance (ESG) and Impact Investing.) If you are unfamiliar with this approach, he would be glad to discuss it with you.
Artifex Financial Group
Artifex Financial Group specializes in creating custom ESG portfolios that adhere to your specific preferences. Our results have proven that you can do well by doing good. Contact us today for a free review.
Your Best Path Financial Planning
A leader in SRI Investing. Having achieved the CSRIC - the first designation for the SRI field - we provide comprehensive financial and retirement planning, and investment mgmt. to help clients in any situation organize, grow, and protect their assets.
Fair Planet Advisors --- Investments & Comprehensive Financial Planning - For People and Planet
Our mission is to help people set and meet financial goals in alignment with their values. We specialize in socially responsible, impact, and environmentally conscious investing.
Saturna Capital
Saturna Capital, manager of the Amana, Saturna Sustainable, Sextant, and Idaho Tax-Exempt funds, draws upon years of investment experience to aid investors in navigating today’s complex market environment.
Green Future Wealth Management
Do Your Investments and Financial Plan Align With Your Values? At Green Future Wealth Management, They Will. We help our clients construct financial plans and investment portfolios that are in harmony with their beliefs.
Green Future Wealth Management
Do Your Investments and Financial Plan Align With Your Values? At Green Future Wealth Management, They Will. We help our clients construct financial plans and investment portfolios that are in harmony with their beliefs.
LongView Asset Management
LongView Asset Management Making Money a Force for Good
The Haney Company
Financial solutions to help you fit your money to your life, not your life to your money!
The Haney Company
Financial solutions to help you fit your money to your life, not your life to your money!
Decarbon
Be empowered to act on climate change! Decarbon is a simple app to help you lower your carbon footprint AND take broader community action. It's like Apple's Health app for carbon tracking.