How To: Financial Advisors & Planners

The Green Business Network^® at Green America is home to both rising social and eco enterprises and to well-established green businesses, including financial advisors and planners. We provide the resources to help business and entrepreneurs with strong social and environmental commitments thrive in today’s competitive green marketplace.

A key benefit of membership is our certification program. This guide provides an overview for achieving our certification for businesses in the Financial Advisors & Planners sector. If your business meets the criteria in this guide, we encourage to join the Green Business Network and apply for certification. If awarded, we will promote your business to the public and to Green America’s 250,000+ green consumers looking for businesses like yours! 

How To Get Started as a Green Business in the Financial Advisors & Planners Sector

The financial services sector is a highly influential industry that can play a leadership role in advancing positive economic, social, and environmental outcomes. Financial advisors and planners dedicated to socially responsible investing (SRI), also known as ESG (environmental, social, and corporate governance investing), work with their clients to help them achieve their financial goals and to align their investments with their values. This includes portfolio screening, community development investing, and shareholder action. Follow the guidelines below to get started on being a green business in this sector. At the Green Business Network, “green” always means social justice and environmental sustainability.

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