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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
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8 Client Reviews
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.
$12,000-$25,000One-Time Planning Fee
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Works with clients across the US
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1 Client Reviews
Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.
$3,000-$10,000One-Time Planning Fee
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Works with clients across the US
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
$0-$250,000Flat Fee
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Works with clients across the US
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.
$275-Hourly Rate
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Only works with clients in California
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.
$2,500-$3,500One-Time Planning Fee
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Works with clients across the US
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.
$10,000-$20,000One-Time Planning Fee

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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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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