Holistic Finance is more than a financial advisory firm. It’s a home for those who want their money to reflect their soul’s work in the world. We help you steward your wealth in ways that honor your deepest values, support life-affirming change, and build a world worth living in.
Not at all. ESG often scratches the surface, offering checkboxes that obscure the truth beneath. We go deeper. This is about true coherence: aligning your capital with what actually matters to you. We don’t settle for industry labels. We seek substance, integrity, and a granular understanding of the real-world impact your money is having.
It’s for those who’ve felt a disconnect between their money and their morals. Those who’ve inherited wealth and want to use it with care. Those who care deeply about the planet, people, and future generations. If you’re ready to invest consciously, this is for you.
No, but we do have a $100,000 minimum investment to begin a formal advisory relationship. That said, you’re always welcome here. Our community, education, and values-based approach are open to everyone. Because change doesn’t require wealth, it requires awareness.
Perfect. That’s where we begin. No jargon. No judgment. We meet you exactly where you are, and walk with you until your relationship with money becomes a source of clarity and confidence.
We offer a range of public and private investments, including:
No. Our portfolios are designed to be competitive and meaningful. In addition to financial return we seek to provide social, spiritual, and ecological return. Because wealth is more than a number, it’s the legacy you leave.
Traditional advisors often prioritize returns without questioning the impact. We do the opposite. We help you make peace with money, and use it in service to life. We’re transparent, values-driven, and relational, not transactional.
We begin with a free 15-minute discovery call. If it feels aligned, we’ll walk you through a deeper conversation and onboarding process with care and clarity.
Not at all. This is about intention, not rigidity. Many clients start by aligning a portion of their portfolio, and expand from there as they witness the beauty and impact of values-based investing.
These are investments in non-public companies doing meaningful, mission-driven work, from sustainable housing to ecological restoration. They often involve more risk and less liquidity, but they offer deeper impact. We help you navigate them wisely and intentionally.
Yes, legally and morally. We act in your best interest, always. No hidden agendas. Just trust, transparency, and stewardship.
Yes. While some opportunities are reserved for accredited investors, we also offer values-aligned options for non-accredited investors where the risk and liquidity considerations are appropriate.
That’s perfectly fine. We can offer a second opinion, become a complementary values-based partner, or when appropriate, support a gentle transition to deeper alignment.
If you’ve made it this far, you probably are. And if you’re unsure, the best way to find clarity is to speak with someone live. We offer a warm, pressure-free space to explore whether this path is right for you.
We believe understanding how you pay for financial advice should be simple and transparent.
Our advisory fee is based on the value of the assets we manage for you. Fees are calculated using the average daily value of your managed accounts and are deducted directly from those accounts on a monthly basis in arrears (which means not in advance).
Our standard investment management fee is generally 1% annually of the assets we manage. Unlike some firms that charge separate fees for financial planning and investment management, our comprehensive financial planning clients receive both ongoing investment management and comprehensive financial planning for the 1% advisory fee. Depending on the amount of assets managed, a minimum annual fee may apply for comprehensive planning clients. We also offer an investment management-only relationship for clients meeting our account minimum of $100k.
In certain situations, fees may be adjusted, and related household accounts may be combined for breakpoint discounts.
Before becoming a client, we'll clearly explain how our fees work, answer any questions you may have, and make sure you understand exactly what to expect.
Book a call. Or simply sit with the invitation. When you’re ready, we’ll be here.
Holistic Finance LLC (dba Holistic Finance) is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services offered only in jurisdictions where registered or exempt. Information on this site is for educational purposes only and is not investment advice. Past performance is not indicative of future results. View our Legal Disclaimer and Privacy Policy.
Disclaimer: Advisory and insurance services are offered through Holistic Finance LLC (dba Holistic Finance) an SEC Investment Advisor. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Holistic Finance and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Holistic Finance, an Investment Advisor in the State of South Dakota. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States where Holistic Finance is legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Links to Other Sites. The inclusion of any link is not an endorsement of any products or services by Holistic Finance. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Holistic Finance, nor any agency, officer, or employee of Holistic Finance warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
