B-Corp Certified Financial Planners
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
Engaging with Aging, Part I
Gradual changes in our physical and mental abilities, coupled with changes to our social landscape, bring many to consider a more dramatic change: – should they move to a residential community that provides built-in care services and new social opportunities Or should they stay in their home?
Missing the Forest for the Trees
Understanding how global economic systems affect global ecosystems allows for better economic and financial decision making. Together with consumer demand and policy changes, investors have the ability to influence our efforts to protect the environment through financial allocation.
Stillness and Movement
April - June 2023
The art of Beth Fein and Martin Webb encourages you to pause and reflect. Their finely balanced compositions create tension between calm and energy. Opening Reception on May 4.