Sustainable & impact investing
Sustainable, ESG, and impact investing as a fee-only specialty means more than offering a values-screened fund. It covers due diligence on impact metrics, mission-aligned portfolio construction, divestment versus engagement decisions, donor-advised-fund and foundation coordination, and aligning the household's invested capital with its philanthropic and personal commitments.
Advisors with depth in sustainable & impact investing
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Andy Moran, CFP®
Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.
est. 2023 -
Anthony Syracuse
Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.
est. 2022 -
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
est. 2025 -
Ascend Investment Partners
Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies.
est. 2009 -
Balance Wealth
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.
est. 2012 -
Ballast Rock Private Wealth
Comprehensive and bespoke wealth management with curated access to private investments.
est. 2022 -
Brian Seymour
Guiding First-Generation Wealth Builders
est. 2023 -
Brianna Shealey - Buena Vista Financial Planning LLC
Helping clients find clarity of their financial future while humanizing the financial planning experience.
est. 2024 -
CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
est. 1997 -
Chelsea Ransom-Cooper
Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action.
est. 2019 -
Chris Musick
Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business.
est. 2024 -
Civic Financial
We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.
est. 2013 -
Cory Smith
Financial life planning for business owners and the childfree community.
est. 2024 -
Eric Ross
Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.
est. 2022 -
Focused Founders Wealth Planning
Financial Advice for Millennial and Gen X Entrepreneurs with ADHD
est. 2024 -
Gloria Garcia Cisneros
Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives
est. 2015 -
Hightower Wealth Advisors | St. Louis
We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life.
est. 2016 -
Joe Ciliberti, CFP®
Helping Families & Business Owners Plan Retirement and Major Liquidity Events
est. 2012 -
Justin May
Tax-focused wealth management for executives & founders
est. 2010 -
Kevin Apolinar
Financial planner for Christians
est. 2024 -
Kevin Estes
Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.
est. 2022 -
Michael Troxell
Financial planning for folks with stock options and RSUs
est. 2018 -
Michal Skowronski
Comprehensive Wealth Planning for High-Income Professionals and Retirees
est. 2016 -
Patrick Cicchetti
I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.
est. 2024 -
Peter Wolynski
Helping people retire and save taxes.
est. 2020 -
Plan For It Financial, LLC
Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence.
est. 2023 -
Reconstructing Wealth
We help high capacity families align money with purpose so it fuels their mission.”
est. 2024 -
Rora Wealth
Financial advice for startup founders and tech employees with equity compensation.
est. 2018 -
Ryan Johnson
We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.
est. 2024 -
Ryan Landmark
Financial Planner for families that want to know how the clock works, not just what time it is.
est. 2019 -
SFG Wealth Advisors
40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management.
est. 1985 -
Steven Evensen - Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.
est. 2010 -
Taylor Nissi
On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life.
est. 2018 -
The World Changers
The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future.
est. 2023 -
Thomas-Kopelman
We help high net income/ high worth business owners manage their entire financial life.
est. 2021 -
Titan
Award-winning modern wealth management firm for high earning professionals.
est. 2018 -
Trey Gevers
Helping Tech Employees reduce taxes, build wealth, and retire confidently
est. 2005 -
Womack Financial
Your personal wealth manager, advising on and managing both public and private investments.
est. 2011
Related structured lists
Related specialties
Audiences this specialty commonly serves
- High earners
- Ultra high net worth