I help clients build evidence-based, diversified portfolios (private markets included, for those who qualify) that align their money with their values. I work with individuals, families, and mission-driven organizations who want their capital doing real work in the real economy, without giving up rigor or diversification. My practice is fee-only and fiduciary, so the advice you get is the advice that's right for you, not the advice that pays me the most. Most engagements start with a conversation about what your values, needs and risk tolerances are, then move into financial planning and portfolio design grounded in research, not marketing. I also lead workshops for groups and workplaces that want to learn about sustainable investing.

A.B., Amherst College

J.D., Harvard Law

I serve on the board of the Sustainable Business Network ofGreater Philadelphia, where I co-chair the Governance Committee, and volunteer with Citizens' Climate Lobby as Congressional Liaison to Representative Madeleine Dean. Similarly, I volunteer to lobby state lawmakers as a member of Penn Future. I was appointed to the Montgomery County Sustainability Advisory Committee, where I chair the Green Finance Subcommittee, and write"Meaningful Money," a recurring column on values-based investing for the Weavers Way Shuttle newspaper. I donate to vetted environmental partners asa member of 1% for the Planet, and I raise money each year through Walk MS in memory of my father, a Marine who developed Multiple Sclerosis while serving our country.

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With my wife and children, I reside in the Philly area,where my hobbies include lifting weights, running (haven't missed a Turkey Trotin 16 years), reading (active member of the Climate Change Book Club) andcooking. Go Birds.