Socially Responsible Financial Services Directory

1. Marjorie Bennett, CFA®, Aegis Capital Management, Inc.
Aegis Capital Management, Inc. provides comprehensive financial management for high net worth individuals so you . full listing | member website

2. Aequitas Investment Advisors, LLC
Provides consulting services to nonprofit organizations and foundations regarding portfolio management. Assists fiduciaries in establishing . full listing | member website

3. AHA Investment Funds/CCM Advisors, LLC
A fund family with institutional and no-load retail share classes. Our fund family promotes healthy . full listing | member website

4. Allegheny Financial Group, Ltd.
Firm's mission is to help individuals and organizations achieve responsible financial management, as well as . full listing | member website

5. Dena Shapiro Frenkel, CRPC®, Fin. Adv., Ameriprise Financial
Combines personalized financial planning strategies and problem solving with sensitivity to client's values. Fully licensed. . full listing | member website

6. Paul Ellis, CFP, JD, Ameriprise Financial Services, Inc.
Ellis and Associates is a financial advisory practice of Ameriprise Financial Services, Inc. . full listing | member website

7. Michael Puls, Arbor Financial Services
A full service, independent, financial planning and wealth management firm. Uses a holistic, values-centered approach . full listing | member website

8. Azzad Asset Management
Azzad has been managing socially responsible portfolios since 1997. We sponsor a wrap program for . full listing | member website

9. Steve Baru, VP, Invest., Baru Financial Services
Full-service investment executive. Helps individuals identify financial and social objectives. Matches specific investments with identified . full listing

10. Amy Mcllvaine, CFP®, MBA, BAYPORT Financial Advisors
Consultation, analysis, and financial product alternatives for socially and environmentally concerned individuals, businesses, and nonprofits. . full listing

11. Benchmark Asset Managers LLC
Wise counsel, thoughtful strategies, and investments for positive impact. Serving high net worth individuals, families, . full listing | member website

12. Arturo Tabuenca, Blue Marble Investments, LLC
Helping you express your beliefs and ideals through your investments. Full line-up of SRI products . full listing | member website

13. Judith Seid, CFP®, Blue Summit Financial Group, Inc.
Integrating full-service financial and life planning with SRI individualized portfolio management since 1992. Retirement planning; . full listing | member website

14. Scott M. Buttfield, CFP®, AIF®, Buttfield & Associates
Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow . full listing

15. Jackie Cabe, Cabe Asset Management
A consulting firm with a holistic approach to integrating each client's personal values with their . full listing | member website

16. Cambridge Associates
Cambridge Associates advises on the development and execution of well-crafted strategies that align our clients' . full listing

17. Kathleen Talboom, Cambridge Investment Research
Member of First Affirmative Financial Network, a nationwide network of investment professionals specializing in socially . full listing

18. Linda Jacobs, AIF®, RIA®, CSA®, Cambridge Investment Research
Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and . full listing

19. Catherine Cartier, Financial Advisor, Camejo Group
Values based investing for the individual investor. . full listing | member website

20. John Wolff, CFP®, CLU, ChFC, Pres., Capital Fiduciary Advisors
Focus on clients' individual needs, goals, and objectives to deliver comprehensive, objective, and expert investment . full listing | member website