ValuesAdvisor @ValuesAdvisor
Helping you find a values-aligned financial advisor linktr.ee/valuesadvisor Joined June 2016-
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Join us and @InvestforBetter for part 2 of our series on how to have impact with your money, with a focus is on impact with cash. @janinefirpo will lead a conversation with @Investinwomen of @BrownAdvisory, Anne Johnston of @created_wealth and @MalaikaSRI of Natural Investments.
Our partner @invcircle through a great impact investing mixer at La Peña Cultural Center with many amazing organizations last week.
We are excited for Matthew Slaney, CFA and the team at FinArc Investments to join the ValuesAdvisor platform! They strive to be recognized as a trusted wealth manager of choice for entrepreneurs, women investors, and sustainable investors.
Register for free today to secure your spot for our webinar with @InvestforBetter on how to have impact while investing in public companies this Thursday, January 16th and take the next step toward values-aligned investing! investforbetter.org/event/impact-i…
We are excited to announce that @anjiekonte has joined ValuesAdvisor! Anna became passionate about impact and values-aligned investing through her upbringing in multicultural environments and experiences with purpose driven clients.
We are excited to announce that the team at @sonencapital has joined ValuesAdvisor! 100% of their AUM is values-aligned. Login to our platform or message us to see their full profile.
We are excited to announce that Eugenia Martini Donati and the team at iGravity has joined ValuesAdvisor! We welcome the Zurich-based firm with offices in Milan and Nairobi, to the platform.
We have a new financial advisor on the platform. Log on to learn about @peterjpittman focus on impact entrepreneurs and his #ESG offerings. Don't have an account? Send us a message to learn more!
Check out our @ValuesAdvisor Anne Johnston of @created_wealth as she talks about how to make finance beautiful and the Great Wealth Transfer in her new @TEDx talk on @YouTube. youtube.com/watch?v=4w2jR3…
One of our partners - @ImpactRealize - is looking for Board Members and Investment Committee members. DM us if you want to learn more about this service opportunity.
Congratulations to @ValuesAdvisor 's firms Westfuller, @Ellevest , and @Pathstone for being ranked as top firms according to @USATODAY and @StatistaCharts! usatoday.com/story/money/20…
More than a third of affluent millennials will switch investment firms in the next year. Are you one of them? riaintel.com/article/2d03pg…
Is anyone at @SOCAPmarkets this week? #SOCAP23
We have financial advisors who are based around the world in over 10 countries, but most of them are based in the United States. Is there an office in your state?
Kate Simpson on Full Spectrum Financial Impact Advisory. youtube.com/watch?v=g6XZ6Y…
Lisa Renstrom on How Financial Advisors Integrate Philanthropy into Impact Investing Strategies. youtube.com/watch?v=cVVenU…
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