Why We Are a B Corp

Why B Corp2020-09-10T09:47:13-07:00

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

A Song of Ice and Fire

Complex systems like energy grids or financial markets aren’t perfect, but they are designed to be resilient. When catastrophes happen, resiliency matters more than perfection.

2020 Community Engagement Report

In 2020, we looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?

Earthsuits

January - February 2021
Explore the Earthsuit series of Ian Cion. Join us for a virtual artist reception on Thursday, January 21.