Top values-based investing 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 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 shape risk tolerance and portfolio choices.
- Values integration approach. Ask how they incorporate your specific ethical concerns into investment selection, beyond standard ESG (environmental, social, governance) metrics.
- Impact measurement. Confirm whether they track and report how your investments align with your social or environmental goals over time.
- Trade-off discussions. A good advisor will openly discuss potential compromises between values alignment and financial performance.
- Customization level. Check if they tailor portfolios to your unique values or rely on generic socially responsible funds.
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. He is CFP®-certified, works at the large firm Mariner Wealth managing nearly $99 billion in assets, and offers flat-fee financial planning, catering primarily to high-net-worth individuals, which may provide more comprehensive services compared to smaller firms or hourly fee structures.
Experience: 3 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 clients' ethical concerns into tailored portfolios with an emphasis on ESG and sustainable strategies. With 18 years of experience and a flat-fee structure ranging from $1,500 to $7,500, he offers personalized financial planning and retirement consulting from Southfield, MI, distinguishing himself through independent advice and a focus on diverse client types including trusts and foundations.
Experience: 19 years
Avg account: $354,030
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Nicholas S
CFP®, Series 65, Series 63
Lehi, UT
Telos Partners LLC
Nicholas Stecklein specializes in values-based investing, integrating clients' ethical concerns into portfolio choices beyond standard ESG metrics, which suits those seeking investments aligned with personal values. His firm, Diversify Wealth Management, employs a tactically diversified approach with both traditional and alternative investments, serving a range of clients including high-net-worth individuals and business owners, and offers various fee structures including flat fees and ongoing planning fees.
Experience: 6 years
Avg account: $2,145,583
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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, which suits those seeking investments aligned with personal values. Operating within Edward Jones, a large full-service firm, he offers ESG-focused strategies and serves clients including government employees and those in oil and gas, with a fee structure up to 1.35% annually, providing access to extensive resources despite his relatively recent entry into the industry.
Experience: 1 year
Avg account: $246,728
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Peter H
CFA®, Series 63
Cottonwood Heights, UT
Telos Partners LLC
Peter Hughes specializes in values-based investing, integrating clients' ethical concerns into portfolio choices beyond standard ESG metrics, which suits those seeking investments aligned with personal values. His firm offers a flat-fee structure with negotiable annual investment management fees, serving high-net-worth clients, and combines active stock selection with passive strategies, differentiating him through a tailored, growth-oriented approach and experience advising business owners and executives.
Experience: 6 years
Avg account: $2,145,583
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