Our Mission

Helping our clients create a roadmap to freedom, to do the things they want to do and confidently practice ethical abundance, while contributing to the things they care about.

We are independent and fee-based offering non-biased, client centered plans.

We screen companies for issues that are important to you and engage in shareholder adovocacy on your behalf..

"We do not need magic to change the world, we all carry the power we need inside ourselves already; we have the power to imagine better."

J.K. Rowlings

RESPONSIBLE INVESTING IN THE NEWS

5 investment trends behind growth in sustainable and impact investing

Many investors want to make sure the enterprises in which they invest don't fund practices that run countr to their personal values... (Click title to read more)

Now there's a way to invest and save democracy at the same time

Companies with high scores in 'sustainable democracy' tend to outperform the broader market, studies suggest... (click title to read more)