A key step in growing your money and aligning it with your values is finding the right support. A great financial advisor can serve as a trusted educator, thought partner, and valued confidant. Selecting an advisor who can meet you where you are—at your level of knowledge, confidence, and wealth—is an important choice.
The point at which you move your assets into greater alignment with your values is a perfect time to reevaluate an existing relationship or to consider hiring a new values-aligned investment advisor.
Simplify your search with trusted sources
Values Advisor offers a curated list of values-aligned financial advisors who have been recommended by their peers from a range of impact and philanthropic affinity groups. Advisors on the list also meet key values-aligned investing criteria. You can filter your search by geography, impact level, services, firm size, and asset class.
Many younger investors prefer to start their investing journeys with robo-advisors. Ellevest is a financial company built by women for women. This robo-advisor offers educational materials as well as sustainable investment options. Although Ellevest is the only robo-advisor we know that focuses on women, there are other socially responsible options available. Money Under 30 and InvestorJunkie both offer their views on the best socially responsible robo-advisors.
Green America’s National Green Pages provides a short list of values-aligned financial providers, some of which are fee-based.
In addition to the training and resources we offer through Invest for Better, we also recognize that there are other organizations that offer regular newsletter and specialized services. Feel free to explore some of our favorite Additional Resources.
Invest for Better partners with Values Advisor to offer this service to its members free of charge. Join us now to take advantage of this, and other great, offers.