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

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.

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

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

Financial West Group

'Providing choices, not compromises.' Financial planning and investment management providing full range of SRI Products. 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.

Carbon Credit Capital

Offset provider for businesses large and small.

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.

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 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

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.

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

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.

Progressive Asset Management

Screens portfolios, provides social research, and refers those interested in financial services to consultants, advisors, and planners.

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.

Financial West Group

Stakeholders Capital

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

Financial West Group

Empowered Investments

Financial West Group

Financial West Group

Financial West Group

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.

Epic Capital Wealth Management

3 Sisters Sustainable Management

SRI Investing

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.

Pekin Hardy Strauss Wealth Management

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.

Ethos Logos Investments

Invest with Character

Bluprint Financial, LLC.

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!

Blue Marble Investments, LLC

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.

Longwave Financial

We can help you do well while doing good.

LPL Financial

Elizabeth Charron
Reservoir Financial
Catherine Chen
RBC Wealth Management
Patricia Hathaway,CFP®, AIF®
Hathaway Financial Services
James Larson
Pershing LLC
Jane Lewenthal, CFP®, CIMA®
Wells Fargo Advisors
Tyler Mainquist
Mainquist SRI
Malaika Maphalala
Natural Investments, LLC
David L. Meucci, CFP®, ChFC
Progressive Asset Management
Thomas Nowak, CFP®, Principal
Quantum Financial Planning, LLC
Christopher Peck, Owner, Managing Partner
Natural Investments, LLC
Brady Quirk-Garvan
Natural Investments LLC
Evan P Quirk-Garvan
Natural Investments LLC
Myrna Rivera, CIMA, Pres. & CEO
Consultiva Internacional, Inc.
Christina Smith
Wells Fargo Advisors
Bill Stoddart, Managing Principal
Northfork Financial, LLC
Kathleen Talboom
Essentia Financial, Inc.
Stuart Valentine
Financial West Group
Todd Walker
Greenvest
Andy Schexnaydre
Financial West Group
Hunter Brownlie
Financial West Group
RJ Devick
RJ Devick
Craig Greenway
SFMG Wealth Advisors
Gary Matthews
SRI Investing
Max Mintz & Robert J Goellner
Common Interests
Kenneth Silva-Ballard
SRI Investing
Christian Stearns
Conte Wealth Advisors
Kyle Graycar
Decarbon
Nathan Munits
Longwave Financial
Yekaterina Ferraro
LPL Financial