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 that 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, not just 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. We officially became a B Corp in 2013.
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.
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