A Public Benefit Corporation
Advisor Philosophy
We subscribe to three core beliefs.
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Financial advisors should act like the fiduciaries they claim to be. This means never accepting commissions for product sales.
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Portfolios built with low cost & tax efficient sustainable investments are not only possible, but competitive with conventional investing.
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Financial plans should go well beyond a simplistic projection of assets over time and be written by a Certified Financial Planner™ Practitioner.
The Team
Greg Lessard, CRPC®, CFP®
Founder & Financial Planner
Lead Portfolio Manager
ESG Nerd
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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.