Aligning your money with your values through sound financial planning and investment management
Harry Moran founded Sustainable Wealth Advisors in 2011 to help clients align their investments with their values. Sustainable Wealth Advisors specializes in socially-responsible investing (SRI), which integrates social and environmental concerns with your investment decisions to make your money support positive change.
At his previous firm, Moran was the only advisor doing sustainable investment work. While his firm supported him, Moran found that their products, services, and the clients they attracted did not prioritize impact investing as much as he wanted – so he began Sustainable Wealth Advisors. Now, his clients can rest assured that Sustainable Wealth Advisors will show them how to put their money where it matters.
Moran is highly committed to impact investing work and has decades of expertise to back every client interaction. These exchanges are special because he seeks to marry financial security with individual values, something that is still a growing trend in the investment world. “I think I understand how we combine the art and the science to make sure that people can invest with their values, but do so in a way that works financially,” says Moran.
“For each of our clients, that looks a little bit different,” he says, since each one is unique. “It has a positive impact on our clients personally, because many people who are concerned about these [social and environmental] issues are conflicted about what they’re doing with their money. When people understand – despite the messages that are out there – that they can align their money with their values and still meet their goals, it’s kind of an epiphany.”
For many clients, Sustainable Wealth Advisors is a starting point for impact investing; however, Moran believes it is more of a catalyst to further social- and eco-responsibility. “As people invest in more sustainable enterprises, they support those business models and give those companies the funding they need to grow and prosper,” he says. “And all investors who invest this way have a growing influence with companies when it comes to talking with management and boards of directors.”