ValuesAdvisor

Find a Financial Advisor from a curated collection of experts
who deliver both financial and environmental/social returns.

03/25/2026

The question isn’t whether values-aligned investing is growing. It’s whether it performs.

Investors already in this space are answering that question every day through the success of their portfolios. And the evidence supports it. ⭐

The ones getting the most out of it aren’t just optimistic. They’re working with advisors who know exactly where to look.

ValuesAdvisor helps you find your advisor who turns your values into real portfolio performance.

03/19/2026

March is Women’s History Month - and there’s no better time to spotlight the women leading our community in values-aligned investing. To our women-led advisor teams, thank you for showing up and standing out. We see you, and we’re grateful for you. 🧡

03/18/2026

It’s B Corp Month — a good time to note that fewer than 3% of financial advisory firms worldwide hold B Corp certification. Nearly 40% of the advisors on ValuesAdvisor do.

Meet them: Abacus Wealth Partners, Amalgamated Bank, Ballentine Partners, LLC, Chicory Wealth, Clean Yield Asset Management, Ethinvest, Figure 8 Investment Strategies, KIMPA - Impact Investing, Montcalm, Natural Investments PBLLC, NorthStar Asset Management, Inc., Revalue, Sonen Capital, Veris Wealth Partners, LLC, Westfuller, and Zevin Asset Management.

03/12/2026

Last week, we attended the Confluence Practitioner Gathering in Asheville, NC - and the energy in the room was inspiring.

Here are a few facts that stuck with us most.

Visit our LinkedIn page to go deeper on what we learned.

03/10/2026

We’re proud to spotlight one of our partners, Green America!

At ValuesAdvisor, we believe your money is one of the most powerful tools for change. Green America’s Finance Pages are a go-to resource for anyone ready to align their money with their values.

Whether you’re just getting started or deepening your impact, these resources are for you.

Explore the finance pages at greenamerica.org

03/08/2026

We’re proud to be part of the OurSheconomy movement! This campaign by Invest for Better is turning women’s financial power into collective action to reshape the economy for everyone.

Take action now and join the OurSheconomy 14-week challenge at oursheconomy.com 💚

03/04/2026

If you’re new to values-aligned investing, knowing what to look for in an advisor can make all the difference.

Whether you’re looking to align your portfolio with causes like climate action, racial equity, or regenerative agriculture, the right advisor should be able to meet you there.

These five questions are just the start. At ValuesAdvisor, we offer follow-up questions to help you assess the depth of their expertise and alignment with your values.

02/26/2026

We’re honored to be mentioned as a resource in Delta Fund's latest piece, “The Navigator’s Duties Part 3: What to Demand from Your Advisor.” The authors share that a resource like ValuesAdvisor would have been helpful when they first began their impact investing journey — and that’s what drives everything we do.

If you’re navigating the world of values-aligned investing, this article is worth your time.

02/24/2026

Most people spend years building wealth - but very few feel truly aligned with how that wealth is creating real impact in the world.

That gap between intention and impact? It comes down to finding the right advisor.

At ValuesAdvisor, every advisor is vetted for both expertise in impact investing and a genuine commitment to turning your priorities into a real plan.

Your values-aligned advisor is out there. We’ll help you find them. 🔎

➡️Valuesadvisor.org

02/19/2026

Silicon Valley Social Venture Fund (SV2) is reimagining impact investing through equity, compassion, and power sharing. They’re challenging us to rethink how capital flows, who it reaches, and what guides it.

At ValuesAdvisor, we believe impact begins with the right investor-advisor relationship. When trust and values align, capital moves with purpose and impact follows.

This week, we’re proud to spotlight SV2 as a partner! If you want to read more about redefining impact investing, check out sv2.org!

02/12/2026

What if your portfolio reflected your values?

Across generations, we’re leaving both capital and impact on the table – and it doesn’t have to be that way. 🌱

ValuesAdvisor puts YOU in the driver’s seat. Find a financial advisor aligned with what matters most.

Address

San Francisco, CA

Website

http://www.valuesadvisor.com/

Alerts

Be the first to know and let us send you an email when ValuesAdvisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to ValuesAdvisor:

Shortcuts

Want your business to be the top-listed Computer & Electronics Service in San Francisco?