ValuesAdvisor

Helping you find a values-aligned financial advisor

[ValuesAdvisor @ValuesAdvisor]

Check out this article in @usnews on impact investing for beginners. We are mentioned by @NiaInvest as a tool that can help you get started by helping you find a financial advisor that can help you use your investment portfolio as a lever for change.

https://t.co/p9c3tOZrz5

[ValuesAdvisor @ValuesAdvisor]

Register here: https://t.co/MG7gCMxQzX

[ValuesAdvisor @ValuesAdvisor]

Join us and @InvestforBetter for part 2 of our series on how to have impact with your money, with a focus is on impact with cash. @janinefirpo will lead a conversation with @Investinwomen of @BrownAdvisory, Anne Johnston of @created_wealth and @MalaikaSRI of Natural Investments.

[ValuesAdvisor @ValuesAdvisor]

Our partner @invcircle through a great impact investing mixer at La Peña Cultural Center with many amazing organizations last week.

[ValuesAdvisor @ValuesAdvisor]

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

[ValuesAdvisor @ValuesAdvisor]

Register for free today to secure your spot for our webinar with @InvestforBetter on how to have impact while investing in public companies this Thursday, January 16th and take the next step toward values-aligned investing! https://t.co/5bDB3e80YR

[ValuesAdvisor @ValuesAdvisor]

We are excited to announce that @anjiekonte
has joined ValuesAdvisor! Anna became passionate about impact and values-aligned investing through her upbringing in multicultural environments and experiences with purpose driven clients.

[ValuesAdvisor @ValuesAdvisor]

We are excited to announce that the team at @sonencapital has joined ValuesAdvisor! 100% of their AUM is values-aligned. Login to our platform or message us to see their full profile.

[ValuesAdvisor @ValuesAdvisor]

We are excited to announce that Eugenia Martini Donati and the team at iGravity has joined ValuesAdvisor! We welcome the Zurich-based firm with offices in Milan and Nairobi, to the platform.

[ValuesAdvisor @ValuesAdvisor]

We have a new financial advisor on the platform. Log on to learn about @peterjpittman focus on impact entrepreneurs and his #ESG offerings. Don't have an account? Send us a message to learn more!

[ValuesAdvisor @ValuesAdvisor]

Check out our @ValuesAdvisor Anne Johnston of @created_wealth as she talks about how to make finance beautiful and the Great Wealth Transfer in her new @TEDx talk on @YouTube. https://t.co/fHEF1RMSpv

[ValuesAdvisor @ValuesAdvisor]

One of our partners - @ImpactRealize - is looking for Board Members and Investment Committee members. DM us if you want to learn more about this service opportunity.

[ValuesAdvisor @ValuesAdvisor]

Who is at the @US_SIF conference in Chicago on investing for a sustainable future? If you are there, make sure you say hi to our co-founders Lisa Renstrom and @XMeganM!

[ValuesAdvisor @ValuesAdvisor]

Congratulations to @ValuesAdvisor 's firms Westfuller, @Ellevest , and @Pathstone for being ranked as top firms according to @USATODAY and @StatistaCharts! https://t.co/2OOOXtj0b1

[ValuesAdvisor @ValuesAdvisor]

More than a third of affluent millennials will switch investment firms in the next year. Are you one of them? https://t.co/r2okF5XnWX

[ValuesAdvisor @ValuesAdvisor]

Is anyone at @SOCAPmarkets this week? #SOCAP23

[ValuesAdvisor @ValuesAdvisor]

We have financial advisors who are based around the world in over 10 countries, but most of them are based in the United States. Is there an office in your state?

[ValuesAdvisor @ValuesAdvisor]

Kate Simpson on Full Spectrum Financial Impact Advisory.

https://t.co/IMV9dhdeaY

[ValuesAdvisor @ValuesAdvisor]

Lisa Renstrom on How Financial Advisors Integrate Philanthropy into Impact Investing Strategies.

https://t.co/j0UgmxmaOm