Financial Planner, Investment Advice, Financial Consultant, Retirement Planning, Life Insurance, Investments, Financial Consulting

Specializing in Socially Responsible Investing (SRI) for over 25 years, Effective Assets provides goal-oriented, fee-based financial planning to individuals, families and business owners. Our services include values-based retirement and life planning, SRI portfolio management, and investment consulting to non-profits and social enterprises. At Effective Assets we assist our clients in using their investments to create a more prosperous and sustainable future for themselves, their families and th...

Specializing in Socially Responsible Investing (SRI) for over 25 years, Effective Assets provides goal-oriented, fee-based financial planning to individuals, families and business owners. Our services include values-based retirement and life planning, SRI portfolio management, and investment consulting to non-profits and social enterprises. At Effective Assets we assist our clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the world. We serve people who wish to use their investments to help change the world for the better. We have been specializing in socially responsible investing (SRI) for families and individuals and mission-based investing for organizations for a cumulative 31 years.