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
Related Articles
When to Claim Your Social Security Benefits
Social Security benefits are an important component of any retirement plan. The decision of when to claim Social Security benefits should be based on your individual circumstances.
Duct Tape and Baling Wire
Transformation of industrial processes is key to slowing the growth and eventually decreasing the pace of carbon emissions. Space research has made contributions to development of measurement technologies that have allowed for innovation and improvement.
Inner Passages
October - December 2023
The art of Merl Ross and Eileen Starr Moderbacher with its bold color and powerful movement explores the connection between what we see and the feelings and perceptions it evokes.