The Values of a Certified B Corp
Mission
Our mission is simple: to create a sense of calm so our clients approach financial decisions with confidence.
Vision
A community alive with connection and stewardship.
Values
Relationships
We are committed to our relationships with our clients, our team, and our community. We recognize that our actions affect the whole person and that everyone has a unique story to tell.
Expertise
As financial services experts, we address both technical and personal issues. Thoughtful analysis delivered in an understandable way creates an actionable path for clients.
Creativity
Our team finds creative solutions to the complex realities of our clients’ financial lives.
Collaboration
Collaboration with our clients and their advisors creates stronger outcomes. Diverse perspectives allow diverse possibilities.
Quality of Life
Our company slogan is “Invest in living” for a reason. We want our clients and our community to live well in alignment with their unique goals, values, and circumstances.
Shareholders, Stakeholders, and Reclaiming Economic Power
Stakeholders, not just shareholders, need to be considered to rebalance economic power and make a more sustainable financial system.
Rest in Peace, Justice Ginsburg
Our founding partner, Kate Campbell King, reflects on the life of Justice Ruth Bader Ginsburg, the experience of understanding loss, and how we carry her legacy with us.
YES Nature to Neighborhoods
Lead Advisor, Matthew Gatt, CFP shares his experiences working with our community partner, YES Nature to Neighborhoods.