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.

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.

Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1985. Asset management, investment consulting, and financial planning.

Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1985. Asset management, investment consulting, and financial planning.

At Boston Common, we analyze opportunities from a broader perspective, incorporating environmental, social, and governance factors alongside traditional financial research. As shareowners, we actively engage companies to improve transparency and accountab

Founded in 1990, NorthStar Asset Management’s mission is to provide the most integrated approach to portfolio management available today by connecting environmental, social, and governance concerns to investment selection, asset allocation, and activism.

The Sustainable Investment Institute (Si2) conducts impartial, in-depth research on organized efforts to influence companies, in reports on social and environmental shareholder resolutions and related contentious corporate responsibility topics.

Formed in 1989 out of an unprecedented partnership among some of America's largest socially responsible institutional investors and environmental groups, CERES (Coalition for Environmentally Responsible Economies) has pioneered an innovative, practical ap

'Through the lens of faith, ICCR builds a more just and sustainable world by integrating social values into corporate and investor actions.'

A collaborative partnership of investment managers advised by nongovernmental organizations, encouraging companies to reduce and eliminate toxic chemicals in their products and activities.

"As Investor Voice, we offer stand-alone shareholder engagement services – IV writes resolutions, negotiates with management, creates strategies for media and proxy advisory services, and presents at annual meetings. Led by experts nationally known for dy

Retirement plans that advance social responsibility.

Retirement plans that advance social responsibility.

Retirement plans that advance social responsibility.

Retirement plans that advance social responsibility.

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.

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

SRI Investing

Combining financial planning with portfolio management.

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.

Invest with Character

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.

We can help you do well while doing good.