Top SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) financial advisors in North Bethesda, MD

Parker Yates is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Parker partners with clients to understand their short and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Parker's experience at Fidelity Investments includes serving as a Planning Consultant from 2022 to 2026, a Relationship Manager in 2022, and an Investment Solutions Representative from 2020 to 2022. This progression reflects a solid background in financial planning and client relationship management. Outside of work, Parker enjoys concerts, cooking and baking, golf, outdoor adventures, and traveling.

Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.

Vladislav Romanov is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Romanov is also involved with Metro Financial & Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies and advisor-support tools.

Ben Arie is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in North Bethesda, MD. He has four years of industry experience and previously worked at Plotkin Financial Advisors and APEX Home Loans. Outside of advising, he is involved in selling life insurance and annuities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of advisory programs through its AccessPoint platform and third-party asset managers, providing both discretionary and non-discretionary portfolio management.

Thomas Walsh is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with LPL Enterprise LLC and previously worked at Cambridge Investment Research Advisors and Mass Mutual Investors Services. Outside of his advisory work, Walsh serves on the advisory board of Potomac Community Resources and the board of the Old Farm Swim and Paddle Tennis Club, and he is also active as a voiceover artist and creator of promotional items. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

David Cereghino is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1996 and has over 30 years of experience in private client wealth management. David earned his B.S. in Finance from the University of San Francisco and early in his career built a practice in San Francisco advising Silicon Valley executives on strategies for managing concentrated equity positions. Since 2009, he has been based in Merrill's Walnut Creek office, serving high-net-worth families and business owners. David specializes in developing customized wealth strategies aligned with client goals, emphasizing cash flow planning, risk mitigation, and tax reduction. He leverages the resources of Merrill and Bank of America to provide integrated solutions across investment management, banking, lending, insurance, and estate planning. His client focus areas include family wealth management, legacy planning, socially responsible investing, and tax minimization. David holds the Professional Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He and his wife, Shannon, reside in Moraga, California. David previously coached his children's sports teams and now enjoys traveling and attending family sporting events, including supporting his son who plays Division I football at UCLA. He is also interested in basketball, boating, football, hiking, music, and surfing.

Kimberly Taylor is a financial advisor at The Wealth Consulting Group with four years of industry experience. She holds a Series 66 designation and has teaching roles at the University of New Mexico and Rice University. Additionally, she is president of The Kimberly Corp, which offers workshops on better communication. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services as well as legal-service integration through advisor-attorneys and third-party referrals.

Sarah Fitzgerald is a CFP® and Series 65-registered advisor with Northfork Advisors in Bozeman, MT, bringing four years of industry experience. She joined NorthFork Financial LLC in 2019, became a Partner and Advisor in 2022, and also has experience with 45North Partners LLC and Mofi. In addition to her advisory role, she oversees the day-to-day operations at NorthFork Financial. NorthFork Advisors provides investment management and comprehensive financial planning for individuals, families, foundations, trusts, nonprofits, and businesses. The firm focuses on long-term asset allocation and diversification, integrating ESG criteria and active shareholder engagement, and operates as a Certified B Corporation with a fee-only fiduciary structure.

Phillip Hohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Hohn Group, which provides customized, objective guidance to clients with a focus on creating personalized wealth management strategies that prioritize risk-averse investment portfolios and streamlined financing options. The group serves technology executives, high-net-worth individuals, and small business owners across 16 states. Phillip offers expertise in areas such as portfolio management, retirement planning, education and estate planning, concentrated stock exit strategies, and corporate retirement plan asset management. With over four decades of industry experience, Phillip and his team emphasize a holistic and individualized approach to wealth management, tailoring strategies to each client's unique goals, time horizon, and risk tolerance. The group extensively supports clients with stock option and Employee Stock Plan Services, particularly assisting Silicon Valley technology executives since 1998. Phillip holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Phillip earned his High School Diploma/GED from Chabot College. He is bilingual in Persian and English. Outside of his professional focus, Phillip engages in community volunteer work and enjoys personal interests such as biking, boating, camping, fishing, hiking, reading, woodworking, traveling, spending time with family, and watching movies.