A complete list of active advisors currently associated with Newground Social Investment

Warmer can help you find a great advisor at Newground Social Investment or one who fits your needs even better.

Newground Social Investment is a fee-only registered investment adviser that provides ESG- and SRI-focused money management and financial planning to individuals and institutions. The firm reports managing roughly $161 million across about 120 client relationships and typically works with clients who hold $1.5 million or more in investable assets. Newground constructs individualized portfolios using a written Portfolio Allocation Statement (PAS) and typically implements larger accounts with individual securities and smaller accounts with mutual funds or ETFs. The firm frequently engages specialized sub-advisors and strategic partners for day-to-day trading, tax-efficient separate account management, due diligence, and reporting, and it participates in shareholder engagement and proxy voting consistent with ESG objectives. Distinctive features include an exclusive, long-standing focus on ESG-SRI investing since its founding in 1994 and its organization as a Social Purpose Corporation (SPC). Newground also discloses active participation in industry groups such as the Interfaith Center on Corporate Responsibility and US SIF, offers counsel on private investment opportunities with ongoing due diligence, and routinely uses sub-advisors to seek greater customization and cost efficiency than commensurate fund alternatives.

To learn more about the advisors currently working at Newground Social Investment, 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.

Name	Location	Years of experience
Bruce Herbert	Seattle, WA	26

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support