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.
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 wayNot 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.s that honor your deepest values, support life-affirming change, and build a world worth living in.
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:
Yes. Our portfolios are designed to be competitive and meaningful. We seek not just financial return, but also 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.
Book a call. Download our eBook. Or simply sit with the invitation. When you’re ready, we’ll be here.
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