You’ve built wealth. Now let it mean something more.
We look inside your investments, not just at returns, to help you align your portfolio with your values to help minimize the chances that adversely affect your long-term financial goals.
That means:
- Seeing exactly what your hard-earned money supports
- Reducing exposure to harmful industries actively creating global dissonance
- Redirecting capital toward solutions that help people and the planet
We trust many investors never get this visibility. But that’s where we start…
We at Holistic Finance have noticed, that traditional investing asks one question:
“What’s the return?”
But we ask a better one:
“Does this return align with your values?”
Because as we understand it, many portfolios, even sophisticated ones, quietly profit from environmental degradation, exploitative labor practices and short-term gain at long-term cost.
We don’t believe investors want that. But rather that the system was never built to show them another way. We do believe however, that most investors aren’t choosing to invest in fossil fuels, predatory lending, deforestation, and the like. They’re simply never shown the full picture.
We believe wealth can do better.
Complimentary 15‑Minute Evaluation Call
We learn what matters to you — values, goals, concerns.
Comprehensive Financial Planning and Investment Insight
We analyze your current investments and show what they’re really supporting, so you can understand more clearly how to consider moving forward with this new insight.
Alignment Strategy
If it resonates, we design a values‑aligned strategy tailored to your personal preferences.
Holistic Finance believes many advisors focus on returns only.
We build custom portfolios that reflect your ethics, your vision, and your hopes for the world. You’ll know what your money is supporting, and why.
Our offerings include:
We don’t believe values and wealth are opposites. We believe they’re strongest together.
Holistic Finance isn’t a marketing concept. It’s how we live. The owners of Holistic Finance live on an off‑grid eco farm, growing food, stewarding land, and building resilience into daily life. This work comes from lived values, not a trend.
When we talk about intentional living and investing…we mean it.
Not necessarily. As we understand it, many sustainable and responsible businesses are positioned for long‑term growth and resilience.
No. We meet you where you are and move at a pace that feels right.
No. Clients come to us for many reasons: environmental impact, social responsibility, transparency, or simply curiosity.
We work with individuals, families, and business owners who want their wealth to reflect their values.
We listen, answer questions, and help you understand whether this work is a fit.
If you’re ready to understand what your money is really supporting and explore how it could potentially do more good without compromising your future:
We offer a no-pressure, discovery call where we can explore your needs, goals, and the possibilities of working together.
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.
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