What if your money could do more than grow? What if it could heal and restore?
Welcome to Holistic Finance, a space where financial strategy meets soulful integrity. Where capital is not just allocated, but stewarded with intention. Where you’re not just a client, but a co-creator of a more beautiful world.
We believe today’s financial system is largely unconscious. It rewards short-term gains over long-term flourishing, prioritizes quarterly returns over planetary health, and often leads even the most well-intentioned investors to unknowingly support industries that conflict with their deepest values.
Holistic Finance was founded for those who are ready to live and invest, differently.
We work with individuals who are deeply aware, morally attuned, and ready to become active stewards of their wealth. Our mission is to help you align your money with the future your heart knows is possible.
Whether you’re navigating an inheritance, transitioning from a business, or stepping into financial agency for the first time, we walk with you, offering clarity, care, and deep respect for what truly matters.
Your values aren’t vague. 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:
Money is never neutral, it funds the systems that either nourish or diminish life
Portfolios should reflect values, not just risk profiles
Regeneration 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
Those who sense how the world is shaped by capital, and who feel a growing discomfort with a financial system that prioritizes extraction over regeneration. 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, an entrepreneur and impact investor, founded Holistic Finance after creating a nationally respected student loan advisory firm. He has built multiple multi-million-dollar impact companies and now focuses on channeling his capital into purpose-driven investments. Holistic Finance reflects his belief in uniting money and meaning, carried forward by a team of licensed professionals who guide clients with both expertise and heart.
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.
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