Financial Advisors & Planners

Financial Advisors and Planners | Credit: Helloquence on Unsplash

Includes individual practitioners; groups; CPAs

Restored & Protected Environment

Required

  • Use some combination of positive and negative screening on social and environmental issues, community development investing and helping clients with shareholder action

Preferred

  • Use of a green office or facility, including resource reuse and maximum use of post-consumer recycled resources as well as maximum water and energy efficiency

Social & Economic Justice

Required

  • Social and environmental mission and vision statement for your business on website
  • Educates clients about SRI options and impact regularly
  • Actively keeps abreast of developments in SRI/ impact investing

Preferred

  • Member or affiliate of First Affirmative Financial Network, Progressive Asset Management, Natural Investments or the US Social Investment Forum