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Socially responsible investing

Advisor Philosophy

We subscribe to three core beliefs. 

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  1. Financial advisors should act like the fiduciaries they claim to be. This means never accepting commissions for product sales.

  2. Portfolios built with low cost & tax efficient sustainable investments are not only possible, but competitive with conventional investing.

  3. Financial plans should go well beyond a simplistic projection of assets over time and be written by a Certified Financial Planner™ Practitioner.

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The Team

Greg Lessard

Greg Lessard, CRPC®, CFP®

Founder & Financial Planner

Lead Portfolio Manager

ESG Nerd

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Pete Pittman

Pete Pittman, CFP®

Financial Planner

Small Business Nerd

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Interested In Hiring Us?

Don't worry, we're not going to make you suffer through 6 meetings where we hard sell you. In fact, we're not salespeople and hate pressuring folks to do anything.

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Our "discovery" process focuses on identifying your financial challenges, then clearly explaining how we've helped our current clients through the exact same thing.​

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If you want to initiate that style of discussion, we appreciate you reaching out! Shoot us a message and we'll get back to you as soon as possible.

 

Reach Out

Awesome! We'll be in touch soon.

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