Now two different, values-aligned firms uniquely positioned to meet your needs
for Wealth Management
Connect your money with what matters most. Experience a sense of enough – here and now, not just in the future.
- Comprehensive financial planning
- Values-based financial planning personalized to help you take manageable steps toward your financial goals
- Investment management aligned with your values
- Fiduciary, fee-only advice with zero hidden costs
for Social Justice Investing
Invest in racial, gender, economic, and climate justice and mobilize alongside us through industry campaigns and education.
- View our range of impact investment solutions for individuals, institutions, and financial advisors with social justice values
- Learn about Adasina’s strategic investor campaigns, including our nationally-recognized Racial Justice Exclusion List
- Read our Insights, including the popular Race In Finance series