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Unless we change direction, we will end up where we are going
-Chinese saying

 

Financial Planning and Investment Management

  • For people in their 20s to 50s who are enthusiastic about socially responsible investments.
  • Please read about this service + review the fee table before contacting me.


SRI Investment Management only

  • For enthusiastic socially responsible investors of any age and financial means who are/will work with other financial planners. 
  • Please read about this service +  the associated fees before contacting me.


We currently have a 6-12 month wait list for each of these services. If you would like us to contact you closer to our availability, please complete the form below. Be sure to indicate in the message section which of the 2 services you're interested in. Thank you!


 


By appointment only: 
Monday - Wednesday
9:00 - 3:00 

Location:
Durham, NC
Near I-40 Exit #278