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Highly qualified, values-aligned advisors in every region of the country. Search by name, focus, location, or browse below.

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Formative Advisors

Kimberly

Terry

CFP®, AIF®

Building a sustainable future for the people and causes you love

Fee-Only

Retirement

California

Nationwide

Sarah

Soliman

Holistic planning that uncovers your values, dreams, and needs

Comprehensive Planning

California

Nationwide

Kenneth

Silva-Ballard Jr.

CSRIC®

Faith and values-based investing for business owners in transition

Business Owners

Faith-Specific Communities

Nationwide

Meghan

Lape

AFC®, CFP®, EA

Holistic financial planning with socially responsible investing

Comprehensive Planning

Fee-Only

Colorado

Nationwide

Jim

Horlacher

AIF®

Investing at the intersection of social justice and sustainability

Comprehensive Planning

Fee-Only

Subscription

Kansas

Nationwide

Network Advisors

Russ

Rybicki

AIF®, CRC®, CSRIC

Sound Investment Strategies that Support Your Values

Comprehensive Planning

Retirement

Accessible / All Net-Worth

Illinois

Nationwide

Craig R.

Walker

Series 7, 63, 65, Registered Investment Advisor Representative

Comprehensive Planning

Subscription

Retirement

Fee-Only

Vermont

Nationwide

Allan

Moskowitz

AIF®, CFP®

Registered Investment Advisor Representative

Fee-Only

California

Nationwide

Krista

Strohoffer

CFP®, AIF®

Accessible / All Net-Worth

Colorado

Nationwide

Christian

Stearns

CFP®

SRI/ESG Consideration

Comprehensive Planning

Fee-Only

Florida

Nationwide

Pamela

Stamper-Brandt

CFP®, AIF®

Fee-Only

Nationwide

Dave & Michelina

Roth

Certified Behavioral Financial Advisor™

For People & Planet, Do Well While Doing Good

Comprehensive Planning

Nationwide

Brenda

Morris

CFP®

Invest. Inspire. Impact.

Animal Welfare & Vegan

Virginia

Nationwide

Joyce

Moore

ChFC™, LUTCF

Comprehensive Planning

Retirement

Pennsylvania

Nationwide

Laura

Isanuk

AIF®, CFS®, CFP®

Comprehensive Planning

Fee-Only

Accessible / All Net-Worth

Colorado

Nationwide

Bill

Holliday

CFP®, AIF®, CSRIC™

We do not accept commissions or sell products. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

Fee-Only

Comprehensive Planning

Arizona

Nationwide

Andrea

Hamilton

CFP™

Comprehensive Financial Planning and investment management targeted at "Professional Women in Prime Time" working women in their peak career years, with retirement in their future sights. I offer a full range of investment options, with an emphasis on Environment, Social and Governance (ESG) or Sustainable Responsible Investment (SRI) allocation strategies.

Comprehensive Planning

Fee-Only

Professional Women

California

Nationwide

Jim

Frazin

CFP®, AIF®

Financial Planner and Principal

Fee-Only

Business Owners

California

Nationwide

Scott

Buttfield

CFP®, AIF®

Scott Buttfield is a 30-year veteran of the financial services industry who helps socially conscious clients make sense of their financial affairs and use their wealth to make a positive difference in the world.

Comprehensive Planning

Fee-Only

New Jersey

Nationwide

James

Brewer

MBA, MS, CFP®, AIF®, PPC®, CRPC™, CFSLA, Financial Life Architect, Investment News ESG/Responsible Investing Advisor of the Year, Winner 2025

Empowering values honoring, smarter money moves

Comprehensive Planning

Fee-Only

Retirement

Subscription

Illinois

Nationwide

Harry

Moran

CFP®, AIF®

Helping Socially Conscious Investors Define & Achieve Their Highest Goals

Comprehensive Planning

Fee-Only

Retirement

New York

Nationwide

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