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.
Washington Square Capital Mgmt
We are a NYC-based independent investment advisory firm that manages customized socially responsible investment portfolios for individual and institutional clients.
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
Progressive Asset Management
Helping clients align their investments with their values, while guiding them to set and reach their financial, retirement and estate planning goals. Many clients seek to divest their portfolios of major fossil fuel holdings, or tobacco holdings. We also
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.
Buttfield & Associates
Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow management, risk management, education, investment, tax, retirement, and estate planning. Member, First Affirmative Financial Network.
Progressive Asset Management
Values-based investing for the individual investor. Member of 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
Wealth Plus, Inc.
"Create balance in your finances and create balance in your life." Call for your free initial consultation today.
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.
Protected Investors of America
Protected Investors of America (PIA) is an independent Broker/Dealer and SEC Registered Investment Advisor that supports SRI/ESG investing. 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.
Colorado Capital Management
Colorado Capital Management is a Certified B Corporation and a leader in the field of impact investing (SRI, ESG, and private debt and equity). Located in Boulder, Colorado, we manage approximately $250 million in assets for families and foundations and
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
First Affirmative Financial Network, LLC
Supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact (SRI) investing. We offer unique resources and practical management assistance to financial advisors seeking to grow their practices by working with
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
Horizons Sustainable Financial Services, Alan Gammel
Providing independent fee-based socially responsive investing and comprehensive financial planning services for socially and environmentally conscious investors. Producing positive and sustainable global change. Member, First Affirmative Financial Network
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
First Affirmative Financial Network, LLC - George Gay
CEO of the First Affirmative Financial Network which supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact (SRI) investing through providing unique resources and practical management assistance to finan
Green River Financial Services
Patrick Costello is a Certified Financial Planner™ and has published a book on “Green” Investing. Through his firm Green River Financial, he manages investor portfolios, improving performance while aligning investment strategies with personal values.
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
Financial West Group
'Providing choices, not compromises.' Financial planning and investment management providing full range of SRI Products. Member of First Affirmative Financial Network.
First Affirmative Financial Network - Andrea Hamilton
Comprehensive financial planning and fee-based asset and risk management for individuals and businesses. Align your goals, assets, and values. Run your life, we take care of your finances. Member, 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.
AIO Financial
AIO Financial is a fee only financial planning firm that specializes in Socially Responsible Investing. We offer a free upfront meeting. We work with individual clients throughout the US. As an independent fee only personal financial planning firm we earn
First Affirmative Financial Network - Jim Horlacher
Let us make your values the foundation of your financial plans. Specialties: fee-only SRI, inheritance and charitable planning, high-impact community investing. Member of First Affirmative Financial Network
Sustainable World Financial Advisors
We provide 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, First Affirmative Financial Network
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.
FOR Investment Partners
Striving for investment performance through Environmentally Conscious, Socially Responsible & Impact investment for Charitable Organizations, Trusts, Endowments and Individuals for over 25 years.
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 responsible investment and planning firm. Since 2004, we have been helping our clients align their investments with their values™
Lander Advisory
Twenty years experience, specializing in socially responsible investments, group benefits, and individual retirement solutions. Individualized service for a global industry. Member, First Affirmative Financial Network.
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
Lazarus Financial Planning
Comprehensive financial planning for progressive investors in their 20s to 50s. Fee-only. Member of First Affirmative Financial Network
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.
First Affirmative Financial Network - Brenda Lenz
Helping individuals create financial health. Member, First Affirmative Financial Network.
Aspen Leaf Wealth Management, LLC
Transition to a green portfolio built with low cost investments. Ask us about our custom built fossil fuel-free portfolios.
Aspen Leaf Wealth Management, LLC
Transition to a green portfolio built with low cost investments. Ask us about our custom built fossil fuel-free portfolios.
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.
Effective Assets | Invest to Change the World
With a 30-year legacy in socially responsible impact investing, Effective Assets provides fee-based financial planning and investment advisory services to individuals, families and business owners. Member of First Affirmative Financial Network
Investment Insights, Inc.
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. Member, SharePower Responsible Investing and First Affirm
Investment Insights, Inc.
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. Member, SharePower Responsible Investing and First Affirm
Communitas Financial Planning
Fee-only (no commissions) financial planning, socially responsible investment management services, and retirement plans. Friendly, accessible service. Member: Garrett Planning Network and First Affirmative Financial Network.
Progressive Asset Management
'You vote with your dollars, you vote on election day, and you vote with your investments and savings.' Comprehensive socially responsible financial planning. 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 asset management strategies for socially and environmentally conscious investors. Specializing in portfolios screened for your personal core values, charitable giving, and high-impact community invest
First Affirmative Financial Network
Specialist in socially and environmentally responsible investing since 1982. Fee-only financial planning and investment advice. Provides ongoing portfolio management utilizing discount brokerage services and no-load mutual funds.
First Affirmative Financial Network, LLC - Brenda A. Morris, CFP®
Are you a vegan who wants the world to be a better place for all beings? If so, it is time to invest with your values. Fee Only.
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.
Blue Water Wealth
Helping socially and environmentally responsible investors reach personal goals and live their values through SRI investing, (also known as Sustainable, Responsible, Impact Investing). Services include asset management, financial planning, and retirement
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
25+ years as an independent, fee-only Registered Investment Advisor, Newground specializes in sustainable investment management for individuals, institutions, foundations & endowments. Nationally known for its transformational shareholder engagements.
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.
First Affirmative Financial Network - Bob Pajak
Investing for a sustainable future, fee-based ethical investments, income taxes, and financial planning. Member of First Affirmative Financial Network
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.
Centered Wealth
Centered Wealth® is an approach to building wealth which actively values the well-being of the body, heart, mind, spirit, community and world.
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 specializes in sustainable/socially responsible vision & investments.
Mary Anne Mayer Redmond Wealth Management
Offering comprehensive services & products relating to wealth management, Mary Anne Mayer Redmond is an independent advisor whose firm specializes in sustainable/socially responsible vision & 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.
JSA Sustainable Wealth Management
SRI inclusive 403(b) and 401(k); comprehensive financial planning services for businesses, individuals, families, foundations, and trusts with ESG (Environmental, Social, and Governance) considerations. Member of First Affirmative Financial Network
First Affirmative Financial Network - Catherine Scheib
Progressive investment planning for the socially conscience consumer. Triple bottom line - people, planet, profit.Offering Impact and ESG investing with simplicity and integrity for individuals or small businesses. Retirement planning, financial services
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
First Affirmative Financial Network
'You can make financially sound decisions without compromising your values.' Integrating core values into fee-based socially responsible investing and financial planning for individuals, trusts, businesses, and nonprofits. Member of First Affirmative Fina
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, Eric Smith & Team
Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1985. Asset management, investment consulting, and financial planning.
Natural Investments, Eric Smith & Team
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.
Seven Generations Investing, LLC
"Making an impact with your investments while meeting your financial goals and benefiting future generations. Financial advisor proactively seeking sustainable investment solutions (environmental, social, and governance) for individuals, families, and s
First Affirmative Financial Network / Arc Advisers
Fee-only financial planning and sustainable investment management for individuals, couples, and families to help align financial lives with goals and values. Member of 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.
Good Harvest Financial Group, Inc.
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community develop
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.
First Affirmative Financial Network, LLC - Holly Testa
Professional member and investment advisor representative of First Affirmative Financial Network, LLC, an independent investment advisory firm registered with the SEC specializing in socially responsible investing. Member of First Affirmative Financial Ne
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.
Financial West Group
Centerpoint advocates taking a Conscious approach to building true wealth. Member of First Affirmative Financial Network.
Financial West Group
Centerpoint advocates taking a Conscious approach to building true wealth. Member of First Affirmative Financial Network.
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
WashPark Capital
WashPark Capital, LLC is a financial planning and investment management firm dedicated to helping you align your investments with your commitment to sustainability. We firmly believe investing can achieve highly competitive returns and be sustainable. Let
First Affirmative Financial Network, LLC
A nationwide network of investment professionals specializing in socially and environmentally responsible investing. Member of First Affirmative Financial Network
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.
Impact Investors
"Financial planning, advisory services and wealth management for socially conscious investors throughout the U.S. Shane serves individuals and families nationwide who want to invest their money for both a financial return and a positive impact. Member of
First Affirmative Financial Network, LLC
First Affirmative is the leading advisor network serving the responsible investment community. We oversee more than $1 billion in assets under management and advisement, working with more than 400 specialist SRI advisors, both directly and through third-p
JPS Global Investments
Impact investing, investment advice, asset management, and financial planning. Member of First Affirmative Financial Network.
Progressive Asset Management
Screens portfolios, provides social research, and refers those interested in financial services to consultants, advisors, and planners.
Appleseed Capital
Appleseed Capital strategies employ a go-anywhere value approach integrating Environmental, Social and Corporate Governance (ESG) criteria.
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
Integre Wealth Management of Raymond James
Transformative Wealth Management
Transforming Your Relationships with Your Money, Our World, and How You Invest. Customized Fee-Only Sustainable and Responsible Stewardship, Impact Investment Management, and Financial Planning for over 25 years.
Sarah Green
LPL Financial
New England Financial Group
First Affirmative Financial Network
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.
Financial West Group
Financial West Group
Empowered Investments
Financial West Group
Financial West Group
Financial West Group
First Affirmative Financial Network
RJ Devick
SFMG Wealth Advisors
Securities America
FOR Investment Partners
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.
Planning Within Reach, LLC
Fee-only, fiduciary financial planner & tax preparer.
Securities America
Perret Financial
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.
Alpen Wealth Advisory Group
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.