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  • About
    • Overview
      • Affiliations
      • B Corporation
      • Books, Videos, & Webinars
      • Charitable Contributions
      • Education & Training
  • Services
    • Sustainable, Socially Responsible, and Impact Investing
      • Black Economic Liberation
      • Impact & Regenerative Investing
      • Community Investing
      • Shareholder Advocacy
    • How We Invest
      • How We Work With Clients
      • Performance
      • Risk Tolerance
    • Services for Individuals & Families
      • Portfolio Management
      • Financial Planning
    • Services for Organizations and Institutions
      • 401(k) Retirement Saving Plans
      • Non-Profits and Foundations
      • Family Offices
  • Advisors
    • Overview
      Meet our Team
    • Amy Pender, CFP®
      New York
    • Andy Loving, CFP®
      Kentucky
    • Carrie VanWinkle, CFP®
      Kentucky
    • Christopher Peck, AAMS®
      California
    • Eric Smith, CFP®, AIF®
      Washington
    • Evan Quirk-Garvan, AIF®
      North Carolina
    • Greg Garvan, AIF®
      South Carolina
    • Greg Pitts
      New York
    • Hal Brill
      Colorado
    • James Frazier
      Washington & Hawaii
    • Joel Koerner
      Kentucky
    • Kate Poole
      New Jersey
    • Kirbie Crowe, AIF®
      South Carolina
    • Nicole Middleton Holloway, CFP®
      California
    • Malaika Maphalala, CPWA®
      Oregon & Hawaii
    • Michael Kramer
      Hawaii
    • Ryan Jones-Casey, AIF®, AAMS®
      Minnesota
    • Scott Secrest
      California
    • Susan K. Taylor
      Kentucky
    • Sylvia Panek, AIF®
      Illinois
    • Tiffany Brown
      California
  • Heart Rating
    • The Heart Rating
      • Using the Social Rating
      • Our Rating Criteria
      • Morningstar Comparison
  • Blog
  • Contact Us