As a registered investment adviser with a niche in impact investing, serving clients nationwide, our mission is to narrow wealth inequalities by increasing access through community, education, and trust. Our approach is rooted in the 10 holistic forms of capital (inspired by permaculture’s 8 forms), expanding the concept of wealth beyond just financial assets to include natural, experiential, social, built, cultural, spiritual, intellectual, time, and health capital. We are committed to ensuring that financial guidance is accessible to all while prioritizing impact-first investing, whether in public markets or community investments. We work as an ensemble firm, so clients receive access to various advisor specializations and benefit from a combined experience level of all Revalue advisors.

· Our investment committee is comprised ofadvisors and two CFAs.

· Each advisor works to have a specialty focus with clients using their experience from an MBA, institutional investing, estate planning, philanthropy, and entrepreneurship

· A focus on community investments and financial planning

Angela serves on the board of the National Coalition ofCommunity Capital (NC3), Michelle serves on the board of Girl Scouts and a historicneighborhood board, Rebecca serves on the board of Taproot Investment Cooperative

In general, we value wellbeing over hustle and love to spendvtime learning, exploring new places, and connecting with people. We believe our work is for the benefit of those who will live seven generations from today.