SRI Investing is among the relatively few professional financial advisory firms in the country that specializes solely in SRI – sustainable, responsible, impact investing (aka socially responsible investing) and financial planning.
We are absolutely committed to:
• Helping our individual clients achieve financially healthy, rewarding, and joyful lives.
• Empowering non-profit and religious organizations to invest their financial resources safely, profitably, and in concert with their respective missions.
• Encouraging and assisting all of our clients to invest in ways that fit their values and contribute to a world that is more peaceful, just, and sustainable.
How you spend and manage your financial resources matters. SRI investors are making important and meaningful contributions every day to an economy that works for everyone and the planet.
Come meet us, and become part of our client family!