Specialty:

AIO Financial is an independent Fee-Only comprehensive financial planning firm specializing in Sustainable, Responsible, Impact Investing. 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.

We are comprehensive financial planners helping you formulate a unified plan. We work with clients on investment management, retirement planning, tax planning, estate planning, and reviewing insurance.

Professional Focus and Services:

We use three programs to evaluate the impact of your investments:

• YourStake.org – to evaluate and compare portfolios. Provides several presentations to make the impact easy to understand.
• Ethos.so – a platform to evaluate portfolios and funds based on the UN Sustainability Goals.
• Morningstar Office – provides a Sustainability rating and rates factors such as climate change, community investing, gender & diversity, executive compensation, board governance, human and workers’ rights, etc.

Professional Affiliations:

• Member and President of the local chapter of National Association of Professional Financial Advisers (NAPFA)
• Member of US Social Investment Forum (US SIF)
• Member of Green America
• Member of Green Chamber of Commerce

Education and Experience:

• Chartered SRI Counselor (CSRIC™): College for Financial Planning, 2021
• Accredited Investment Fiduciary® (AIF®): Fi360, 2020
• Certified Financial Planner (CFP®) College for Financial Planning, 2009
• Began working for AIO Financial, LLC (formerly Financial Freedom Associates, LLC), 2004
• M.S. Master of Science in Engineering, Purdue University, 1992
• B.S. Bachelor of Science Degree in Engineering, Lehigh University, 1990

Community Involvement:

Bill served in the Peace Corps in Nicaragua from 2002 to 2004. He then lived in Mexico to help establish a micro-credit operation before joining AIO Financial.

Bill is the volunteer director of a charitable organization that aids Northern Mexican communities in need called ProMex Group. He volunteers with No More Deaths to aid migrants in Mexico. Bill is fluent in Spanish.

Personal Message:

Bill hosts the Impact Financial Planners video-podcast-blog series and is the author of “The Sustainable, Responsible, Impact Investing Guide.” He uses the latest technology to improve his clients’ experience.

Disclaimer:

Bill Holliday is an Investment Advisor Representative of First Affirmative Financial Network, LLC. First Affirmative Financial Network is a Registered Investment Advisor (SEC File #801-56587).

The credentials (CFP®) and (AIF®) listed above bear trademarks.

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