Top advisors focused on sri/esg (socially responsible investing/environmental, social and corporate governance) in the US
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 SRI/ESG advisor if you want your investments to reflect your values on social and environmental issues. Without a clear understanding of ESG criteria, you risk investing in funds that don't truly align with your ethical priorities.
- ESG criteria clarity. Ask how they define and measure environmental, social, and governance factors to ensure your investments match your values.
- Impact versus returns. Confirm how they balance social responsibility with financial performance, avoiding compromises that don't fit your goals.
- Portfolio customization. Look for advisors who tailor ESG strategies to your specific concerns, rather than offering generic socially responsible options.
- Ongoing evaluation. Inquire about how they monitor and adjust your portfolio as ESG standards and company practices evolve over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tucker H
CFP®, Series 65
Sarasota, FL
Mariner
Tucker Horsley specializes in socially responsible investing and ESG strategies, making him well-suited for clients seeking investments aligned with their values. Based in Sarasota, FL, he offers flat-fee financial planning through Mariner Wealth, a large firm managing nearly $99 billion, and serves high-net-worth clients, differentiating him with access to extensive resources and a broad range of services beyond ESG investing.
Experience: 2 years
Avg account: $2,116,909
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David C
Series 63, Series 65
Walnut Creek, CA
Merrill
David Cereghino specializes in socially responsible investing and values-based strategies, making him well-suited for clients seeking to align investments with ESG principles. With 27 years of experience at Merrill, a large firm, he offers customized wealth management for wealthy families and business owners, emphasizing cash flow and risk assessment, and provides access to extensive resources including banking and estate planning services.
Experience: 27 years
Avg account: $860,085
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Kimberly T
Series 66
Albuquerque, NM
The Wealth Consulting Group
Kimberly Taylor specializes in socially responsible investing and ESG strategies, making her well-suited for clients seeking investments aligned with their ethical values. Based in Albuquerque, NM, she offers flat-fee and independent advisory services through The Wealth Consulting Group, which integrates fundamental and quantitative analysis and serves a diverse client base including individuals and charities, providing a comprehensive approach beyond typical ESG offerings.
Experience: 5 years
Avg account: $466,923
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Sarah F
CFP®, Series 65
Bozeman, MT
Northfork Advisors
Sarah Fitzgerald specializes in socially responsible investing and ESG strategies, making her well-suited for clients seeking investments aligned with their values. Based in Bozeman, MT, she offers flat-fee and hourly financial planning through Northfork Advisors, an independent, fee-only firm focused on long-term, risk-managed asset allocation for individuals and high-net-worth families.
Experience: 4 years
Avg account: $670,410
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Phillip H
Series 66
Pleasanton, CA
Wells Fargo Clearing
Phillip Hohn specializes in socially responsible investing and ESG strategies, making him well-suited for clients seeking investments aligned with their values. Based in Pleasanton, CA, he offers flat-fee services through Wells Fargo Clearing, focusing on high-net-worth individuals, technology professionals, and business owners, with 18 years of experience and expertise in retirement planning and concentrated stock management.
Experience: 18 years
Avg account: $475,575
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