Top ESG / Sustainable investing financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek an ESG or sustainable investing advisor when you want your investments to reflect your values on environmental, social, and governance issues. A common mistake is assuming all advisors understand the nuances of ESG criteria and how they impact portfolio performance and risk.
- ESG criteria knowledge. Confirm how deeply they understand specific environmental, social, and governance factors and their relevance to your goals.
- Impact measurement. Ask how they track and report the real-world effects of your investments beyond financial returns.
- Portfolio integration. Check whether they blend ESG factors into overall strategy or treat them as a separate overlay.
- Regulatory awareness. Ensure they stay current on evolving ESG disclosure rules and standards that affect your investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in ESG and sustainable investing, integrating these factors into comprehensive portfolio strategies at Waverly Advisors, LLC, an SEC-registered firm serving diverse client types including individuals and corporations. With a flat-fee and tiered AUM fee structure, she offers flexible financial planning options and brings experience from both wealth management and tax planning roles, distinguishing her through a blend of advisory and tax expertise in Cincinnati, OH.
Experience: 2 years
Avg account: $1,639,930
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Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella specializes in ESG and sustainable investing, supported by 26 years of experience and CFP® certification, making her well-equipped to integrate environmental, social, and governance factors into investment strategies. Based in Boston with Santander Securities LLC, she offers a 1.30% AUM fee structure and serves a diverse client base including individuals and institutions, distinguishing her through broad expertise and access to managed-account platforms with discretionary portfolio management.
Experience: 26 years
Avg account: $263,306
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Matthew M
CFA®, Series 65
Burlington, VT
One Day In July LLC
Matthew Mc Bride specializes in ESG and sustainable investing, offering a unique environmental investing option that screens funds by carbon intensity and fossil fuel reserves, aligning investments with environmental values. Based in Burlington, VT, he provides flat-fee services through One Day In July LLC, focusing on low-cost, passive ETFs and serving a diverse client base including individuals and charitable organizations, which distinguishes him from advisors with different fee structures or investment approaches.
Experience: 3 years
Avg account: $983,464
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Stephen H
Series 65
Plano, TX
Fisher Investments
Stephen Harris specializes in ESG and sustainable investing, integrating these factors into active portfolio management with a focus on tax-loss harvesting and options strategies. Based in Plano, TX, he works at Fisher Investments, a large firm serving high-net-worth clients with a 1.50% AUM fee, offering discretionary portfolio management and a centralized investment policy approach that emphasizes risk management and tax efficiency.
Experience: 1 year
Avg account: $1,664,526
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Kayla W
Series 63, Series 65
Madison, WI
Primerica Advisors
Kayla Wheeler specializes in ESG and sustainable investing, making her well-suited for clients seeking investments aligned with environmental and social values. Working with Primerica Advisors, a large firm offering discretionary asset management and model-delivery strategies, she serves both individual and high-net-worth clients with a tiered wrap-fee structure, which may differ from advisors with smaller firms or different fee models.
Experience: 2 years
Avg account: $228,117
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