Every vegan choice matters. So does every investment decision.
While many traditional investment portfolios and even investments labeled as sustainable or ESG-focused* may include companies connected to animal agriculture and other industries some vegan investors prefer to avoid, a cruelty-free portfolio is designed to direct your capital toward businesses that are more closely aligned with your values.
For many people, it's another meaningful way to help create a more compassionate world while investing for the future.
*ESG-focused investing is a strategy that evaluates companies based on their Environmental, Social, and Governance (ESG) performance, alongside traditional financial metrics. It seeks to generate long-term financial returns while encouraging corporate practices that benefit society, promote sustainability, and maintain ethical leadership.
If you care about where your money goes, you want your investments to better reflect your concerns around animal welfare, industrial animal agriculture and environmental impact.
Holistic Finance offers investment portfolios designed for people who want to align their investments with vegan and cruelty-free priorities, while still considering broader financial goals and long-term planning.
➼ values-based investment screening
➼ diversified portfolio construction
➼ public equity and ETF strategies
➼ ongoing portfolio reviews
➼ customized investment approaches based on your priorities and financial goals
Because companies, funds, and portfolio holdings may change over time, ongoing review and
monitoring can play an important role in helping your portfolio remain aligned with your values.
Building a cruelty-free investment portfolio independently requires ongoing research, screening, monitoring, and portfolio management.
Working with a reputable Registered Investment Advisor can help you, as an investor
➼ better understand what you own
➼ build a more diversified portfolio
➼ reduce the time spent researching individual companies
➼ navigate changing portfolio holdings and screening considerations
➼ align investments with broader financial goals and long-term planning
We believe values-based investing works best as an ongoing conversation rather than a one-time decision.
We usually begin with a complimentary planning session to better understand
your financial goals, questions, and priorities.
➼ review your current investments
➼ discuss vegan and cruelty-free screening considerations
➼ explore portfolio options
➼ build a strategy designed around your financial situation, risk tolerance, and long-term goals
As your life and priorities evolve, your portfolio should evolve as well.
Zack's team of licensed professionals shares this vision.
We bring experience, heart, and a fierce commitment to helping you invest in a world you believe in, designing portfolios that not only perform financially, but support organizations aligned with your purpose.
Zack Geist founded Holistic Finance after building a nationally recognized student loan advisory firm. As an investor and entrepreneur, he focuses on impact-driven ventures and aligning capital with meaningful, values-based change…
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Michael Wheelwright is the Managing Director and Co-founder of Holistic Finance, avalues-driven Registered Investment Advisory (RIA) firm. With a career in finance that began in 2003, Michael brings over two decades of experience…
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Charles Eisenstein is an author, public speaker, and social philosopher best known for his influential book Sacred Economics: Money, Gift, and Society in the Age of Transition. A graduate of Yale University with degrees in Mathematics and Philosophy, Eisenstein’s work explores…
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Chauvon Taylor is a Tax Strategist, Tax Advisor, and Enrolled Agent serving the Holistic Finance team with a background in business finance, tax preparation, strategic planning, and small business advisory. She helps entrepreneurs...
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Scott Humphrey, CRPS, is a licensed financial advisor with years of experience helping individuals and families navigate financial planning. With a background in education and community development, he brings a human-centered approach to guiding clients through investment decisions…
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Lawrence Milford is a Financial Planner with Holistic Finance, a values-driven RIA firm. With over two decades in financial planning and investment research, he combines deep technical knowledge with a passion for ethical, client-centered financial planning…
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Fyrn Syvemine is the Director of Client Operations at Holistic Finance, supporting clients alongside Michael Wheelwright since 2022. She combines administrative expertise with heart-centered human connection to weave together the firm’s background processes…
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Misha Theofilatos is the Advisor Support Specialist at Holistic Finance, assisting the team to provide clients with the highest level of service. He is passionate about supporting clients in aligning their investments with their values…
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Kelli Christine Case is the Lead Evaluation Specialist. She has been with the company since 2022 and is passionate about helping individuals explore holistic finance and identify strategies for long-term financial well-being…
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Noah Toye is an Evaluation Specialist at Holistic Finance, with a background in problem solving, organization, and customer service. He is passionate about helping people grow their money while supporting their values…
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Bonnie Toye is the Brand Manager at Holistic Finance, with a background in videography, writing, and social media content creation. She helps showcase the company’s work through creative marketing and strategic planning…
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With more than 20 years in communication, the professional journey of Rózsa Dobzy spans diverse industries, cultivating a holistic perspective. From strategic planning to hands-on execution and copywriting across platforms...
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Connie Carpenzano is an Advisor Support Specialist at Holistic Finance, dedicated to supporting both the team and clients with attentive, high-quality service. Prior to joining the Holistic Finance team....
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