Sustainable / green financial planning and investment management isn't for everyone.  We are all about connecting your values to your financial life.  Since 1992 we have used the tagline 'Money with a Mission' to help individuals, families, non-profit organizations and small business focus on what their financial life can do, beyond deliver returns.  Shareholder activism, community investing and stock/ bond screening is what we are all about!  Let us know how we can serve you. 

EVENTS -  

ITHACA - 1/19/2010   7:15 PM at Eco-Village  'To Roth or not to Roth- sustainable retirement moves for 2010 and beyond' with Greg Garvan and Greg Pitts. 

February 2010 -  Charleston - A 'LOCAL MONEY' EVENT, HELPING YOU TO LEARN MORE ABOUT USING LOCAL FINANCIAL INSTITUTIONS FOR STEWARDSHIP OF YOUR FINANCIAL ASSETS.  Details soon!