Financial Advisor Jokes

I’m not saying my financial adviser is bad at his job… …but when I went into her office and asked her to check my balance, he tried to push me over What’s another name for long-term investment? A failed short-term investment. The market is weird....

We Visit Clients Anywhere

We recognize that we attract a very special client – so we are committing to travel to visit our clients.  We are fee only financial planners (fiduciaries) who specialize in Socially Responsible Investing.  We have  attracted clients from all over the US. We...