Financial Advisors Database

One of the most common things Resource Generation (RG) members are looking for is a financial advisor who respects or is in line with their values, who understands social change and progressive financial values, and can give trusted guidance accordingly.

Close colleagues at a trusted progressive financial firm, along with several RG members, have developed a survey for financial advisors to fill out about their values, their work with young people, experience and expertise with impact investing, diversity of their company’s leadership, and other questions to help figure out if their work matches your values. Their answers are compiled below.

If you’re interested in contacting any of these advisors, please reach out to any of them yourself; Resource Generation is not a go-between. Alternatively, feel free to use these questions to guide your own search process. We aim to support each person on their journey engaging with their finances; for many, finding a trusted advisor is a key factor in being empowered and informed to take action with your resources, in alignment with social justice values. We hope this list helps you find a good fit!

Legal disclaimer: This list is meant as a tool and jumping-off point for RG members to conduct their own evaluation of prospective financial advisors. The presence of an advisor on the list is not an endorsement by RG, nor is RG making any representations about the quality or sufficiency of any financial advisor’s services. Rather, we are sharing a series of questions and answers (“profiles”) about their values and experience working with young people and incorporating social justice frameworks. By using the list and profiles, you acknowledge that RG is not responsible for the performance or lack of performance of any advisor you select.

Elliot Appel
Seattle
Washington
Empirical Wealth Management
Certified Financial Planner
Sonia Kowal
Boston
Massachussets
Zevin Asset Managemnt, LLC
President/Director of SRI
Maria Arabatzis
Boston
Massachussets
Fresh Pond Capital
Portfolio Manager and Shareholder Engagement Manager
Sheila Chen Lawrence
Waltham
Massachussets
Ballentine Partners, LLC
Managing Director/Senior Client Advisor
Andrew Bellak
Amherst
Massachussets
Stakeholder's Capital
CEO
Sarah E. McCue
Boston
Massachussets
Morgan Stanley
Certified Financial Planner/Certified Divorce Financial Analyst
Michelle Dench
Petaluma
California
True Wealth Advisors
Certified Financial Planner
Julie McVeigh
Boston
Massachussets
Fresh Pond Capital
Managing Director/Financial Advisor
Dan Flannery
Roslindale
Massachussets
Balanced Rock IA
President
Rachel Robasciotti
San Francisco
California
Robasciotti & Philipson
Wealth Manager/Principial
James Frazier
Kula
Hawaii
Natural Investments LLC
Financial Advisors
Eric Smith
Seattle
Washington
Natural Investments, LLC
Senior Financial Advisor
Emilie Goldman
San Mateo
California
Tamarind Financial Planning
Founder/Owner
Marlena Sonn
Brooklyn
New York
Treebeard Financial
Certified Financial Advisor
Julie Goodridge
Boston
Massachussets
Northstar Asset Management, INC.
CEO/Founder
Will Tickle
Waltham
Massachussets
Ballentine Partners, LLC
Partner/Senior Investment Advisor/Director of Impact Advising
Solomon Halpern
Boulder
Colorado
Highlander Wealth
President
Jina Penn-Tracy
Minneapolis
Minnesota
Raehart Financial and Centerpoint Investment Strategies
Conscious Wealth Advisor
Kristin Hull
Hillsborough
California
Nia Global Solutions
Founder/CEO
David Wolf
Boulder
Colorado
BSW Wealth Partners
Managing Principal/Chief Investment Officer

Are you a financial advisor and want to be added to this database? Please fill out this survey by August 18th, 2017. You will be added to the database before the end of August.