Our job is to help you develop a financial plan that will help you meet your financial goals and prosper while incorporating your personal values. We’ll show you how to make a real difference with your money – integrating tax, estate and financial life planning with a broad spectrum of sophisticated investment advisory services customized just for you.

First Affirmative’s Sustainable Investment Solutions™ focus on stocks, bonds, and mutual funds that are having a positive social and environmental impact. Our investment services also integrate the other two elements of an SRI investor: shareholder advocacy and community investing. You’ll learn how to challenge and influence the behavior of large public corporations, making them better corporate citizens. We’ll also introduce you to community investments that promote sustainable development in economically disadvantaged local communities in the United States and throughout the world. (see Social Investing)