For more than 30 years, I have helped individuals and institutions achieve their financial objectives in a manner that is consistent with their personal values. Impact investing is clearly the way to do well while doing some good, and not sacrificing returns along the way. I'm a Chartered Financial Analyst and run an independent Registered Investment Advisory practice -- both of which help to assure that the client's needs are paramount in all decisions.
The Southeast's first wealth management practice that is also a Certified B Corporation. We focus on sustainable and impact investing, customizing each portfolio to the unique needs and values of the client. Experts in ESG strategies and alternative investments. We're a commission free, fee-only advisor.