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Top Financial Advisors for ESG/Impact Investing

Sustainable investment strategies that align your portfolio with environmental, social, and governance values while seeking competitive returns. Our directory connects you with advisors who specialize in identifying investments that make both financial and social impact.
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Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
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Works with clients across the US
Requirements:
$750,000 Minimum Income
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
401(k) & IRA Management
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Real Estate Advisory
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$12,000-$25,000One-Time Planning Fee
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Works with clients across the US
Requirements:
No Minimum
Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
Alternative Investments
Asset Allocation
ESG/Impact Investing
Estate Planning
Education Planning
Charitable Giving
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Social Security Planning
Wealth Management
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Portfolio Rebalancing
Philanthropic Planning
Investment Management
Insurance Planning
Exit Planning
Family Office Services
Debt Management
401(k) & IRA Management
College/Education Planning
Liquidity & Exit Planning
Pension Planning
Family Wealth Transfer
Business Succession Planning
Cash Flow Planning
Specialities
$5,000-One-Time Planning Fee
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Only works with clients in California
Requirements:
No Minimum
Kevin is the CEO of Behavior Shift, which is a fee-only firm, meaning the only compensation they receive is from their Clients for their services. He is here to help clients organize and manage their financial lives. Their support allows clients to stay committed to their financial goals. They provide objective insights to help clients make rational decisions regarding critical financial matters, avoiding emotional influences. They work on anticipating key life transitions to ensure that their clients are financially prepared. They present clients with the specific knowledge they need to succeed in their financial journey. They partner with their clients to manage their time, talent, and treasure.
Kevin's life is a testament to his unwavering dedication and resilience, a commitment deeply rooted in his service. His work, strength, and everything he does is dedicated to Jesus, the crucified and resurrected King, as he acknowledges the daily challenges and the gift of salvation he has received through Jesus's death and resurrection on the cross.
401(k) & IRA Management
Asset Allocation
Cash Flow Planning
Charitable Giving
Debt Management
Education Planning
College/Education Planning
ESG/Impact Investing
Estate Planning
Financial Advice & Coaching
Insurance Planning
Investment Management
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Portfolio Rebalancing
Retirement Planning
Risk Management
Social Security Planning
Tax Strategy
Wealth Management
Specialities
$2,500-$3,500One-Time Planning Fee
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Works with clients across the US
Requirements:
$1,000,000 Minimum Investment
Hightower Wealth Advisors | St. Louis is an intentional wealth management practice powered by intentional people. With an equal commitment to greatness and kindness, we focus on successful individuals, families, entrepreneurs, and business owners who want to make a lasting impact.
Our ensemble approach helps to ensure the right mix of advice and service, with a culture of collaboration and purpose that fuels success rather than competition.
We help streamline complexity, save money, and grow wealth, but ultimately, our structure and approach allow us to uncover what is truly important to our clients. Where their financial life reflects a meaningful life.
Alternative Investments
Cash Flow Planning
ESG/Impact Investing
Estate Planning
Executive Compensation
Family Office Services
Financial Planning
Financial Advice & Coaching
Life Transition Planning
Insurance/Risk Management
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Trust Services
Tax Strategy
Stock Option Planning
Risk Management
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Family Wealth Transfer
Exit Planning
Education Planning
Charitable Giving
College/Education Planning
Business Succession Planning
Asset Allocation
Specialities
$10,000-$20,000One-Time Planning Fee
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Works with clients across the US
Requirements:
No Minimum
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.  Ask me about Security Backed Lending!
Stock Option Planning
Executive Compensation
Exit Planning
Business Succession Planning
Tax Strategy
Life Transition Planning
Education Planning
Cash Flow Planning
Financial Planning
Estate Planning
Family Wealth Transfer
Philanthropic Planning
Charitable Giving
Social Security Planning
Pension Planning
401(k) & IRA Management
Retirement Planning
Alternative Investments
ESG/Impact Investing
Risk Management
Asset Allocation
Portfolio Rebalancing
Portfolio Management
Wealth Management
Liquidity & Exit Planning
Investment Management
Financial Advice & Coaching
Family Office Services
College/Education Planning
Insurance Planning
Insurance/Risk Management
Debt Management
Specialities
$100-$1,000Hourly Rate

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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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