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

History as Context

Tax rates and mortgage rates are both on the rise. For some investors, these shifts may indicate negative trends for market prices and economic growth. If we zoom out for perspective, history tells us that these increases may not be such a bad thing.

Elemental Beauty

April - June 2021
Explore the mesmerizing work of Richmond-based artist, Stephen Bruce who uses a variety of acids to paint on metal surfaces. Join us for a virtual artist reception on April 29.