Find a Financial Advisor Who Shares Your Values

For many people, investing isn’t only about building wealth and reaching goals. It’s about helping ensure their dollars support charitable causes and principles that align with their values.

A financial advisor who understands your values can help you build a portfolio that reflects what matters to you. For help, look for a financial advisor who focuses on what is called values-based investing. If searching online, your keywords might be something like “socially responsible investing,” “faith-based investing” or “impact investing.”

When browsing financial advisor websites, check their credentials. Some advisors may highlight their experience with sustainable funds or philanthropic planning.

After narrowing your list, schedule an introductory discussion — in person or remotely. Don’t hesitate to meet with several advisors. The right person will make you feel understood and supported, both financially and personally.

Taking the time to find someone who shares your vision can help you feel confident your investment strategy can align with your personal beliefs.