Impact Investing Firms

We are a network of fee-only fiduciary financial planning firms that specialize in Sustainable, Responsible, Impact Investing

 

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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

Our advisors work with you on all aspects of your finances to help you formulate a unified plan.

Fiduciary Standard

Our advisors work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

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 out 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

Bill Holliday, CFP

Impact Financial Planners - Los Angeles, CA

Allan Moskowitz, CFP, AIF

Allan Moskowitz, CFP, AIF

Affirmative Wealth Advisors - San Francisco, CA

Laura Isanuk AIF, CFS

Laura Isanuk AIF, CFS

First Affirmative Financial Network - Denver, CO

Brenda A. Morris, CFP

Brenda A. Morris, CFP

Humane Investing - Richmond, VA

Jason Pfau

Jason Pfau

AIO Financial - Phoenix, AZ