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Socially responsible investing

Advisor Philosophy

We subscribe to three core beliefs. 

  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.

Anchor 1

The Team

Greg Lessard

Greg Lessard, CRPC®, CFP®

Founder & Financial Planner

Lead Portfolio Manager

ESG Nerd

Pete Pittman

Pete Pittman, CFP®

Financial Planner

Small Business Nerd

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.

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

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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