Top advisors focused on values-based investing 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 a values-based investing advisor when you want your investments to reflect your personal ethics and social priorities, not just financial returns. The biggest mistake is working with someone who overlooks how your values affect risk tolerance and portfolio choices.
- Values integration approach. Ask how they incorporate your specific ethical concerns into investment decisions, beyond just avoiding certain industries.
- Impact measurement. Confirm how they track and report the social or environmental outcomes of your investments.
- Portfolio customization. Look for advisors who tailor asset allocation to align with your values while balancing growth and risk.
- Ongoing dialogue. Ensure they regularly revisit your values and adjust your portfolio as your priorities evolve.
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 values-based investing and socially responsible investing, making him well-suited for clients seeking portfolios aligned with personal ethics. Operating within Mariner Wealth, a large firm managing nearly $99 billion, he offers flat-fee and hourly financial planning services, primarily serving high-net-worth individuals, which distinguishes him from advisors with different fee structures or client focuses.
Experience: 2 years
Avg account: $2,116,909
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Eldin F
Series 63, Series 65
Southfield, MI
Sterling Advisory Group LLC
Eldin Foco specializes in values-based investing, integrating ESG and sustainable strategies to align portfolios with clients' ethical priorities. With 18 years of experience and a flat-fee structure ranging from $1,500 to $7,500, he offers tailored portfolio management through Sterling Advisory Group, which also emphasizes diversification and Shariah-compliant options, distinguishing him from advisors focused solely on traditional investment approaches.
Experience: 18 years
Avg account: $354,030
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Nicholas S
CFP®, Series 63, Series 65
Lehi, UT
Telos Partners LLC
Nicholas Stecklein specializes in values-based investing, integrating clients' ethical concerns into portfolio choices while balancing growth and risk. His firm, Diversify Wealth Management, employs a tactically diversified approach with traditional and alternative investments, serving individuals, high-net-worth clients, and institutions. Compared to others, Nicholas offers flat-fee and project-based financial planning options, holds CFP® certification, and brings six years of experience, providing tailored strategies from his base in Orem, UT.
Experience: 6 years
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Andrew H
Series 66
Ruston, LA
Edward Jones
Andrew Halbrook specializes in values-based investing, integrating clients' ethical priorities into portfolio choices while offering expertise in retirement plans and college savings. Operating within Edward Jones, a large full-service firm with a broad network, he provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 1 year
Avg account: $246,728
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Peter H
CFA®, Series 63
Sandy, UT
Evolve Investing LLC
Peter Hughes specializes in values-based investing, integrating clients' ethical concerns into portfolio choices while balancing growth and risk. His firm combines active stock selection with passive strategies, offering tailored portfolios that align with personal values and tax considerations. Unlike some advisors, he serves high-net-worth clients with negotiable flat fees and hourly rates, and his background includes business ownership and personal development coaching, providing a broader perspective on client goals.
Experience: 5 years
Avg account: $1,871,337
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