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How To Find a Values-aligned Financial Advisor

Do you worry about climate change? Do you care about racial inequity? When you look at your investment portfolio, are the companies/funds working to find solutions or are they working against the environmental and social problems you care about? Your investment capital has the power to create positive change in the world and a values-aligned financial advisor can help you get started. What is a Values-Aligned Financial Advisor? Values-aligned advisors offer the same services as traditional advisors: professionals who are hired to manage your "investable assets" (cash, money market accounts, stocks, bonds, mutual funds, retirement accounts, or trusts) to help…
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I am a Co-Founder and Head of Outreach at ValuesAdvisor, a nonprofit online platform to help investors (individuals, foundations, endowments, family offices, etc) find a financial advisor who specializes in aligning assets with values. Launched in 2020, we currently have 24 partners who offer access to ValuesAdvisor at no cost ... Read more
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