Impact Investing Firms
We are a network of fee-only fiduciary financial planning firms that specialize in Sustainable, Responsible, Impact Investing
Make an impact with your investments
Sustainable, Responsible, Impact Investing (SRI) is an investment strategy seeking to maximize both financial return and social good.
The three components of SRI: screening, shareholder advocacy, and community investing
Screening
Using positive and negative filters to select investments (avoid or include investments)
Shareholder Advocacy
Using the rights of a shareholder to influence the direction of business.
Community Investing
Providing credit, equity, capital, and basic banking products to people who otherwise would not have access.
Fee Only
Our advisors are compensated only by their clients (no commissions, no product sales).
Comprehensive
Fiduciary Standard
Investment Management
Retirement Planning
Tax Planning
Insurance Review
Estate Planning
Meet Our Advisors
Our professional network of fiduciary financial planners work only for our clients. We do not sell any products or receive commissions we are only compensated by our clients.
They specialize in Sustainable, Responsible, Impact Investing (SRI).
Impact Investing Firm advisors have been screened to insure they will provide quality service to you.
Bill Holliday, CFP, AIF, CSRIC
AIO Financial - Phoenix, AZ
Allan Moskowitz, CFP, AIF
Transformative Wealth Management - San Francisco, CA
Laura Isanuk AIF, CFS
First Affirmative Financial Network - Denver, CO
Brenda A. Morris, CFP
Humane Investing - Richmond, VA
Jason Pfau
AMA Financial Advisors - Los Angeles, CA
Argentina Rangel
Impact Financial Planners - Honolulu, HI