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. Evan obtained this designation in 2016. 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 and Evan part of a small minority of advisors.
In 2013 Money With A Mission became the first Benefit Corporation in South Carolina after legislation was passed allowing them in the state. Our partners at Natural Investments are a certified founding B Corporation and have often been ranked as "Best for the planet" during the certification process. We believe that being a Benefit Corporation allows us to walk the walk when it comes to integrating our values and business practices. Whether it involves decisions around purchases in the office, charitable contributions from the company, or being involved in the non-profit community we believe that being a Benefit Corporation is an important part of our identity.
WHAT WE DO
How we can help you integrate your values with your financial life
Through Natural Investments we can bring your investments in line with your social and ethical values. For over 25 years we have specialized in fossil fuel free, socially responsible and impact investing.
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.
We take a holistic approach to your financial life. Work with us to create a financial roadmap to reach your goals. Whether this means address estate planning issues, insurance reviews, or creating a roadmap for the financial life you want.
MEET THE TEAM
Brady is in charge of business development and operations 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 College of Charleston Alumni Association. 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
Accredited Investment Fiduciary
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. An extensive profile is available on the NI website.
Investment Advisory Representative
Kirbie brings over a decade of nonprofit experience and a passion for creating environmentally and socially just change to her role at Money with a Mission. She holds a Master of Intercultural Service, Leadership, and Management from SIT Graduate Institute in Brattleboro, Vermont (2013). In previous positions with Goodwill Industries and the conservation nonprofit Upstate Forever, she developed a love of working one-on-one with people and cultivating personal relationships. An extensive profile is available on the NI website.
Founder and Investment Advisor Representative
Accredited Investment Fiduciary
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.
Scout and Zilla
Co-Directors of Naps
Scout (left) works out of the Charleston, SC office while Zilla (right) hangs out in the Asheville, NC office. Both Scout and Zilla are rescue dogs who enjoy walking and napping.
Koko and Cassie
Co-Directors of Cattitude
Koko (left) the feisty cat works in the Greenville, SC office while Cassie (right) works in Charleston, SC. Koko and Cassie are very curious about solar - not for solar panels but so they know where the best place is to nap.