Top SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) 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 SRI/ESG advisor if you want your investments to reflect your values on social and environmental issues. A common mistake is assuming all "green" investments perform the same or align with your personal priorities.
- Values alignment clarity. Ask how they define and measure social responsibility and governance factors in investments.
- Impact versus returns. Confirm how they balance financial goals with environmental or social outcomes.
- Portfolio customization. Look for advisors who tailor ESG criteria to your specific concerns, not just offer generic options.
- Ongoing monitoring. Check how they track and report changes in companies’ ESG practices over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Tucker H
CFP®, Series 65
Sarasota, FL
Mariner
Tucker Horsley specializes in socially responsible investing and ESG, making him capable of aligning investments with your values on social and environmental issues. Working at Mariner Wealth, a large firm managing nearly $99 billion in assets, he offers flat-fee financial planning and serves high-net-worth clients, differentiating him with a focus on values-based investing and comprehensive wealth management services.
Experience: 3 years
Avg account: $2,116,909
-
David C
Series 63, Series 65
Walnut Creek, CA
Merrill
David Cereghino specializes in socially responsible investing and values-based investing, making him well-suited for clients seeking to align their portfolios with ESG principles. With 27 years of experience at Merrill, a large firm, he offers customized wealth management strategies including charitable giving and concentrated stock management, supported by a 1.10% AUM fee for managed strategies under $2 million.
Experience: 27 years
Avg account: $860,085
-
Kimberly T
Series 66
Albuquerque, NM
The Wealth Consulting Group
Kimberly Taylor specializes in socially responsible investing and ESG, making her well-suited for clients seeking investments aligned with environmental and social values. Based in Albuquerque, NM, she offers flat-fee and independent advisory services through The Wealth Consulting Group, which integrates diverse analytical approaches and serves a broad client base including individuals and charities, distinguishing her from advisors with narrower focuses or fee structures.
Experience: 5 years
Avg account: $466,923
-
Sarah F
CFP®, Series 65
Bozeman, MT
Northfork Advisors
Sarah Fitzgerald specializes in socially responsible and ESG investing, making her well-suited for clients seeking investments aligned with their values on social and environmental issues. 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 and serving a diverse client base including high-net-worth families and nonprofits.
Experience: 4 years
Avg account: $670,410
-
Phillip H
Series 66
Pleasanton, CA
Wells Fargo Clearing
Phillip Hohn specializes in socially responsible investing and values-based investing, making him well-suited for clients seeking to align their portfolios with ESG principles. Based in Pleasanton, CA, he serves high-net-worth individuals and technology professionals, offering flat-fee structures and leveraging his 18 years of experience at a large firm, Wells Fargo Clearing, to provide personalized wealth management strategies.
Experience: 19 years
Avg account: $475,575
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")