A complete list of active advisors currently associated with Greater Good Financial

Warmer can help you find a great advisor at Greater Good Financial or one who fits your needs even better.

Greater Good Financial LLC is a state-registered investment adviser that provides individualized investment management and ongoing comprehensive financial planning to individuals (including high-net-worth clients) and charitable organizations. The firm’s planning service uses an online planning portal and an onboarding process with follow-up reviews, and it documents client‑imposed investment restrictions in writing. The firm emphasizes asset allocation as the foundation of portfolio construction, employing both strategic rebalancing and tactical tilts and combining passive and active investment vehicles guided by fundamental analysis and third‑party research. It also offers socially responsible investing options and will construct customized portfolios of individual securities when clients request values‑based exposures. Distinctive aspects of GGF’s disclosure materials include the presentation of hypothetical performance in its public materials, a practice that is uncommon among independent advisers, and the inclusion of modeled allocation illustrations and annual performance reporting as part of client communications. The brochure also outlines the firm’s custody and execution arrangements with an independent institutional custodian and describes how institutional‑level services and research are used in managing client accounts.

To learn more about the advisors currently working at Greater Good Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.