For People & Planet
Do Well While Doing Good
Fully Customizable Investments
With over 50+ selections you can customize your investments for what is important to You!
Socially Responsible Investment Strategies
ESG & SRI are core to our business
Locally Owned Independent Financial Planner
Your Values Matter
Certified B Corp TM
Proud to be a Certified B Corp business.
Our vision is to provide customized sustainable financial planning for the good of all people, communities, and our Earth.
Our mission is to help people set and meet financial goals in alignment with their values. We specialize in socially responsible, impact, and environmentally conscious investing.
Our priority is helping you take care of yourself and your family in ways that align with your values. We want to learn more about your values, identify your dreams and goals, and understand your risk tolerance in order to provide you with a customized, comprehensive financial plan. Relationships are the cornerstone of our success.
BFA™ The importance of Behavioral Financial Advice and understanding the Emotions of Investing is a key component of comprehensive financial planning. The brochure linked above addresses the process we use and why Dave became a Certified Behavioral Financial Advisor™.
Link to our spotlight
A shift to renewable energy will give us healthier, more vibrant communities right now and a more livable future for our kids and grandchildren. But, it’ll take many of us coming together toward this common goal. We're highlighting a range of voices from across the country who share our goal of shifting to 100% renewable energy. We hope you'll be inspired to join us.
#voicesfor100 #go100 #renewableenergy #cleanenergy
Here is a link to a CGCAN (Columbia Gorge Climate Action Network) 2021 lunch and learn. Join green burial enthusiasts, Russell Hargrave and Jodie Buller, as they discuss the ins and outs of green burials: what is a green burial? What are the current trends in the green burial movement? Why is ecological education important when considering green burials? Great River (Mosier, OR) and White Eagle Memorial Preserve at Ekone Ranch (Goldendale, WA) are committed to providing inclusive grief support and ecological education to learners of all ages, while honoring the sensitive nature of this complex topic.
"THERE IS ONLY ONE POSSIBLE FUTURE FOR HUMANITY, AND THAT IS A SUSTAINABLE ONE."Patricia Espinoza, Executive Secretary of the U.N. Framework Convention on Climate
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.