Why We Are a B Corp

Why B Corp2021-03-01T09:34:00-08:00

B-Corp Certified Financial Planners

B Corporation

A B Corporation is a business entity built to serve stakeholder and not just shareholder considerations. We became aware of B Corporations while using noted consumer brands Patagonia, Dansko, and Ben & Jerry’s, and quickly realized that we fit with a group of businesses who aligned their formal organization as a business entity with client, community, employee, and environmental interests. Subject to rigorous measurement standards, we were happy to sign up to be scrutinized as a business that actively manages all of these interests and not just to the interests of the business owners.

Since we were founded in 2005, we have essentially conducted ourselves like a B Corp, so we flew through the accreditation process.

A Financial Advisory Firm as a B Corp?

We think it makes perfect sense. We became a certified B Corporation because we are acutely interested in providing a visible, sustainable alternative to big financial institutions that are full of conflicts of interest, guided by short-term investment horizons, and appear to have little overall stakeholder involvement. Being a B Corp helps identify us as part of the solution needed in our industry: a wave of local, socially sustainable financial services firms.

We have been built with a high degree of attention to sustainability in investment management, business practice, and community engagement. We are a ‘locavore’ alternative for people to find comprehensive, excellent service in financial planning and investment management who don’t want to purchase services at a ‘big box’ brand name financial services firm.

More Info about B Corps

Olympic Trials & Tribulations

The Olympics reliably provide great drama. Whether it’s enough to justify the cognitive dissonance of hammering forward with the Games amid a health crisis is another question

Sip Shop & Celebrate

Join us for Solano Avenue's Sip Shop & Celebrate featuring art, music, wine, and shopping. We'll be open and featuring our new exhibit Oaxaca Variations. Artist Gary Goldberg will be here and we'll have snacks and a steel drum player.

Oaxaca Variations

July - September 2021
Explore the photography and textiles of Gary Goldberg, inspired by 20 years of traveling to Oaxaca. Join us for the reception on September 16.