A complete list of active advisors currently associated with Shift to Impact
Warmer can help you find a great advisor at Shift to Impact or one who fits your needs even better.
Shift to Impact is a fee-only financial planning firm that serves individuals, families and couples seeking to align their money with social justice and environmental values. Its services focus on comprehensive and focused financial planning, couples money work (combining planning and money coaching), and educational workshops or speaking events on impact investing. The firm provides investment advice that emphasizes passive, diversified strategies and values‑based options—mutual funds, ETFs, municipal and community loan funds, and individual securities screened for ESG or social impact—while relying on clients to open accounts and implement recommended trades. Shift to Impact does not manage client assets or exercise discretionary trading authority and bills for planning work via flat and hourly arrangements rather than a percentage‑of‑assets fee. Noteworthy aspects include an explicit emphasis on Impact Investing and values alignment in planning, outreach through educational workshops and speaking engagements, and adviser training in financial psychology and behavioral finance that informs its couples work. The firm is fee‑only, does not accept commissions or custody of client assets, and its marketing includes client testimonials.
To learn more about the advisors currently working at Shift to Impact, 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 |
|---|---|---|
Durham, NC
| 6
|
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