The Non-Profits We Serve
Is your nonprofit on a growth path? If your organization has an existing endowment of at least $500,000, we offer over three decades of experience in money management and ESG-focused investing. Our team will help ensure that your financial stability and growth are aligned with your mission
But our work doesn’t stop there.
We’ll also help with board education, donor engagement, and charitable giving strategies to ultimately grow your portfolio.
We are passionate about partnering with you to ensure your organization and its mission can make a lasting difference in your community.
Our Planning Philosophy
Our philosophy is rooted in building a secure and prosperous future for you and your loved ones.
Clients’ Interests First
Our team is committed to acting in your best interest at all times when providing financial advice. We lead with planning, not products. We take the time to understand your unique needs and goals. Trust, inclusivity, and respect are our priorities.
Less Stress, More Fun
It’s overwhelming to try to figure out creating a solid financial plan on your own. Our mission is to reduce your stress when it comes to money matters. Financial planning is serious business, but we’re also going to have a little fun along the way.
Clear and Direct Communication
You’re hiring us to make things easier. We promise to explain ideas simply and without complicated industry jargon. We're committed to providing feedback about your specific financial situation, explained in a way that makes sense.
Relentless Pursuit of Knowledge
Our four advisors chose this profession because it fuels our desire to learn and grow. We are always investing time to develop new skills, stay on top of industry changes, and bring you the best tools and technology.
Schedule an Intro Call
Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.