WHAT WE DO
How we can help you integrate your values with your financial life
Personalized Life Coaching
Often times financial issues can be difficult to work through. We will work with you to dissect some of these issues and help you to feel comfortable with your financial picture.
Through Natural Investments we can bring your investments in line with your social and ethical values. Since we started we have specialized in socially responsible & impact investing.
Holistic Financial Planning
We take a holistic approach to your financial life. Work with us to create a financial roadmap to reach your goals.
WHAT MAKES US DIFFERENT
SOCIALLY RESPONSIBLE AND IMPACT INVESTMENTS
As one of the premier socially responsible investment firms in the Nation we work to connect your values and investments.
As a fee-only planning firm, we do not sell anything on commission. We believe that this leads to more constructive conversations about your values and allows our clients to ask more questions since they aren't worried about being sold items just to generate a profit. Transparency is one of our most important values, and you’ll see this reflected throughout our work.
ACCREDITED INVESTMENT FIDUCIARY
In 2003, Greg obtained the Accredited Investment Fiduciary® (AIF®), designation. A fiduciary must be able to demonstrate that portfolio assets are being prudently managed and that sound investment practices are being followed to a legal standard. This includes a comprehensive overview of fiduciary standards of care, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects. Being an AIF makes Greg part of a small minority of advisors.
MEET THE TEAM
Founder/Investment Advisor Representative
After working primarily with foundations and on charitable/tax planning in the 1980s, Greg obtained licenses to practice investment management and financial planning in 1992. As an Investment Advisory Representative with Natural Investments, LLC (NI) he became a fee-only advisor in 1995. An extensive profile is available on the NI website.
Business Development Associate
Brady is a business development associate at Money With A Mission. He has been with the company since 2011 and enjoys working with clients and on shareholder resolutions. Brady currently serves on the board of The Palmetto Project and the Charleston Surfrider Foundation. Brady also serves as the Chairman for the Charleston County Democratic party and lives with his wife, Angela, and their rescue dog, Scout, in Charleston. An extensive profile is available on the NI website.
Investment Advisor Representative
Evan graduated from Appalachian State University (in Western North Carolina) in 2011 with a degree in Sustainable Development, focusing on community development in Appalachia. Since then he spent a year with AmeriCorps in the National Civilian Community Corps, leading young adults in their service experience. He has also spent a year working at Maho Bay, on St. John in the US Virgin Islands. Evan loves outdoor adventure and has a passion for social and environmental justice.