What if your money could do more than grow? What if it could help to save lives?
At Holistic Finance our cruelty-free financial strategy, offers a customized portfolio specifically ensuring animal agriculture is not a part of your investments.
What this means?
No animals are intentionally killed with the support of your dollars, wildlife habitats are protected from deforestation investments, and your capital helps accelerate the growth of plant-based and cruelty-free industries.
When capital is stewarded with intention, you have the opportunity to become a co-creator in the making of a more beautiful and compassionate world.
While many people, may not realize that their current investments are not aligned with animal welfare and rights, we at Holistic Finance make it our job to ensure clients feel safe that their money is not unconsciously harming or exploiting animals. This specialized portfolio is unique in that it may provide clients with a kind of peace of mind
associated with greater ethical values.
At Holistic Finance, we believe in supporting those who wish to be a voice for animals through their investments.
We work with people who recognize that animals are not commodities, but living beings worthy of protection and moral consideration. Individuals who feel the weight of their choices, and are ready to steward their wealth in a way that reflects that awareness. Our mission is to help you align your money with the compassionate future you know is possible.
In a world where we believe exploitation is often hidden behind supply chains and stock tickers, choosing alignment is an act of courage. We help you examine where your capital flows and redirect it with intention, away from industries built on animal suffering and toward enterprises that reflect respect for life.
Your convictions aren’t abstract. Your portfolio shouldn’t be either.
We offer a no-pressure, discovery call where we can explore your needs, goals, and the possibilities of working together.
At Holistic Finance, we believe:
It funds the systems that either nourish or diminish life
Portfolios should reflect values, not just risk profiles
This must take precedence over extraction.
Financial planning is most powerful when it honors legacy and continuity
True partnership is built on mentorship, clarity, and compassion. Never shame.
For those who have born witness to the destruction animal exploitation can cause, not only for animals but for the environment as well, we offer a financial plan that steers away from financial investments prioritizing animal harm and habitat loss.
An aligned financial plan for those who believe their wealth should be in harmony with their conscience.
Our clients often:
If this sounds like you, you’re not alone. You’ve found your financial partners.
At Holistic Finance, our work begins with a belief: money is sacred. It is an energetic tool, a vessel of intention, and a mechanism for creating or destroying worlds.
We reject the mainstream financial model that values profit at any cost. Instead, we honor the ancient and emerging wisdom that teaches us to steward wealth as caretakers of the cosmos.
At Holistic Finance, we believe that building wealth should never come at the expense of your values. That’s why we offer tailored financial guidance and strategies that reflect your ethics, empower your goals, and support the world you want to help shape.
We build custom, values-aligned portfolios with transparent strategies and regenerative opportunities, so your investments reflect your ethics and serve your vision without compromise.
We craft living financial plans rooted in your values, purpose, and legacy, integrating retirement, cash flow, risk, and estate strategies to support a life of clarity, contribution, and evolving vision.
We provide access to carefully vetted, mission-led private opportunities, rooted in social and ecological benefit for both accredited and, when possible, non-accredited investors ready to move beyond public markets with purpose.
More than a transaction, this is a partnership rooted in care, where you're supported with education, technology, and a dedicated team, offering guidance without judgment, and mentorship grounded in respect.
Every dollar you place into the world is a vote, a signal, a seed. Whether you realize it or not, your investments are shaping the future.
The only question is: which future are they building?
At Holistic Finance, we believe capital is never neutral. It’s alive with momentum. It funds worldviews, habits, industries, and ecosystems.When you invest, you’re not just seeking returns, you’re endorsing how those returns are made.
It’s about aligning your capital with your conscience, so your portfolio reflects the same care, clarity, and integrity you bring to the rest of your life.
It’s about replacing unconscious accumulation with conscious stewardship. Ending the dissonance between your values and your financial plan. Activating your wealth as an extension of your soul’s work in the world.
In a time of great transition, investing becomes a form of prayer, a quiet yet powerful way to say: This is the world I want to grow.
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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Julia Guerin was born and raised in Russia and moved to the United States after completing college. With a degree in teaching and over a decade of experience in finance, she guides clients toward secure, values-aligned financial futures…
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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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