Top values-based investing financial advisors in South Dakota
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.
If you want your investments to reflect your personal ethics or social values, these advisors can help you align your portfolio accordingly. Without a clear understanding of your values, an advisor might recommend investments that don’t truly match what matters most to you.
- Values integration approach. Ask how they incorporate your specific beliefs into investment choices rather than applying generic screens.
- Impact measurement. Confirm whether they track and report on the social or environmental outcomes of your investments.
- Federal tax awareness. Since South Dakota has no state income tax, check how they optimize your portfolio considering federal taxes and local sales or property taxes.
- Estate and trust planning. Given South Dakota’s favorable trust laws, see if they can advise on aligning values-based investing with estate strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richelle H
Series 66
Sioux Falls, SD
Impact Wealth Management
Richelle Hofer specializes in values-based investing in Sioux Falls, South Dakota, integrating clients' ethics into portfolios with a largely passive, Modern Portfolio Theory approach. Her firm offers flat-fee options, including special needs financial planning and educational seminars, catering to both individual and high-net-worth clients, which distinguishes her from advisors with different fee structures or investment focuses.
Experience: 18 years
Avg account: $838,243
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Joel D
Series 63, Series 65
Sioux Falls, SD
Merrill
Joel Dunfee offers expertise in values-based investing and ESG strategies, making him well-suited for clients in South Dakota seeking to align investments with personal ethics. With 19 years of experience at Merrill, a large firm, he also specializes in retirement planning and family wealth management, providing a comprehensive approach that integrates social responsibility with long-term financial goals.
Experience: 19 years
Avg account: $860,085
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Stephanie S
Series 65, Series 63
Folsom, CA
Allworth financial, L.P.
Stephanie Sharp's expertise in values-based investing and ESG strategies suits clients seeking portfolios aligned with personal ethics, despite her California location. Working at Allworth Financial, a large firm with flat-fee planning from $1,500 to $30,000, she offers customized portfolio strategies and experience with trusts and estates, differentiating her from advisors focused solely on local South Dakota markets.
Experience: 16 years
Avg account: $1,119,636
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Kelly H
CFP®, ChFC®, Series 63, Series 66
Aberdeen, SD
Edward Jones
Kelly Haskell's expertise in values-based investing and charitable giving, combined with 25 years of experience and CFP® certification, equips her to align investments with personal ethics in South Dakota. Operating within Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach including business succession planning and estate involvement, differentiating her through broad financial services and local trust expertise.
Experience: 25 years
Avg account: $246,728
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