R&P Horizontal no tag

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.