ValuesAdvisor

Join ValuesAdvisor and Invest for Better for part 2 of our free 4-part series on how to have social and environmental impact with your money, this time the focus is on impact with cash. From mission-aligned banks to Community Development Financial Institutions (CDFIs) and beyond, we’ll dive into ways to make your cash work for your values. This is a welcoming space for learning — no experience needed! Janine Firpo of Invest for Better will lead a great conversation?with Kathleen McQuiggan of Brown Advisory, Anne B. Johnston, CFP?, CIMA? of Created Wealth Advisory and Malaika Maphalala of Natural Investments PBLLC. Sign up for free and join us on February 20: https://lnkd.in/e8R-6uyi

Our partner Investors Circle through a great impact investing mixer at La Pe?a Cultural Center with many amazing organizations last week #impinv

We are excited for Matthew C. Slaney, CFA and the team at FinArc Investments, Inc. to join the ValuesAdvisor platform! They strive to be recognized as a trusted wealth manager of choice for entrepreneurs, women investors, and sustainable investors.

Join ValuesAdvisor and Invest for Better for our webinar on Thursday, January 16th on owning a piece of change in public equities. Learn how investing in companies focused on sustainability and social responsibility can create real-world change—and deliver strong financial returns. Ellen Remmer of Invest for Better will lead a great conversation with Debbie Herz Huttner, JD, MBA, CFP? of Pearl Wealth LLC, Nimrit Kang, CFA of NorthStar Asset Management, Inc., and Lindsey Woodward, MBA, CFP? of Abacus Wealth Partners. We know it’s not always easy to find the right path, but you don’t have to do it alone. This is a welcoming space for learning and growth—no experience needed! ? Sign up for free?and join us on January 16th to get started:?https://lnkd.in/g8w_jc5n

We are excited to announce that Anna N'Jie-Konte, MBA, CFP? of Poder Wealth Advisors has joined ValuesAdvisor! Anna became passionate about impact and values-aligned investing through her upbringing in multicultural environments and experiences with purpose driven clients. You can read more about her on her full profile on ValuesAdvisor.

Join ValuesAdvisor and Invest for Better for this 4-part, free webinar series will show you how to align your investments with your values to drive both financial returns and positive social impact. Register here: https://lnkd.in/gknidc7Q.

We are excited to announce that Raul Pomares and the team at Sonen Capital LLC has joined ValuesAdvisor! Raul embarked on his mission-aligned investment journey in 2000, seven years before the Rockefeller Foundation coined the term “impact investing.” Login to our platform or message us to see their full profile.

It's not to late to sign up for our course starting next week! ?? Find the Right Financial Advisor for You ?? Are you ready to take control of your financial future? This ValuesAdvisor and Invest for Better course is designed to help you clarify exactly what you're looking for in a financial advisor and guide you through the process of selecting the one who's the perfect fit for your needs. Join a supportive community of like-minded investors as you go through a series of exercises to refine your approach. You’ll work independently, then come together to share insights in thought-provoking group discussions. These conversations will sharpen your decision-making and refine your strategy for choosing an advisor. By the end of the course, you'll: ? Prioritize your financial goals ? Build a short list of potential advisors ? Gain the confidence by having advisor conversations Ready to take the next step? Sign up today and find the advisor who can help you achieve your financial goals! https://lnkd.in/gKvt4sSQ

Younger generations are increasingly driven to align their investments with their values, seeking to combine purpose and profit in both their philanthropic and non-philanthropic ventures.?Read more from Margaret M. Towle, PhD, CAP?, CAIA?, FSA?, RICP? in her Investments & Wealth Institute publication on the new philanthropy and adding an SDG component to investment and risk management.