Reuniting Value with Values
Welcome to Holistic Finance, an asset management company that doesn’t just allocate capital, but stewards it with intention.
We are an independent alternative to big box traditional advisory firms. We apply the same principles of modern portfolio theory to optimize returns, risk, and asset distribution, but with another key priority added in: impact.
We do far more than just recommend standard Environmental, Social and Governance (ESG) funds. ESG funds can just eliminate a very small number of the worst corporate actors. Our strategy is to go deep, identifying “best-in-category” companies' industry by industry to put our clients’ capital where it will support their financial goals and their social and environmental values.
Holistic Finance is for those who want to invest in a flourishing future for themselves AND all people and life on earth.
The answer may surprise you. As philosopher Charles Eisenstein explains in this video with Holistic Finance founder Zack Geist, companies that prioritize social and environmental values also achieve superior financial performance. Source
• Efficiency in energy and materials carry over into other domains of company efficiency. Source
• These companies anticipate regulatory trends, lowering compliance costs. Source
• Environmentally conscious brands enjoy positive image among consumers. They are at the cutting edge of consumer preferences. Source
• Innovation in environmental responsibility fosters a culture of innovation in the company. Source
• They enjoy high morale and the loyalty of employees who believe in the company. Source
We offer a no-pressure, discovery call where we can explore your needs, goals, and the possibilities of working together.
While clients may choose to use traditional strategies under our management, most steer their investments towards our values-aligned direct index portfolios and can also invest in private placements when suitable that directly benefit the causes that are most important to them. We are an SEC Registered Investment Advisor with a fiduciary obligation. We use top industry softwares and strategies to provide Comprehensive Financial Planning under the guidance of a Certified Financial Planner.
How we curate the Holistic public markets portfolio:
• The main Holistic index includes roughly 120 publicly traded companies. We include representatives from every sector in order to track the general market, excluding or reducing companies that have poor financial fundamentals or violate principles in dozens of carefully monitored ethical categories including weapons, fossil fuels, air and water pollution, fast food, factory farms, worker’s and indigenous rights violations, and more.
• Within each sector, we identify the top few companies, using up-to-date quantitative metrics as well as qualitative assessments.
• The financial, social, and environmental performance of each company is tracked daily. If the company commits financial mismanagement or ethical violations that it can’t make right, it is removed from the portfolio.
Carefully chosen investments can help contribute to human and natural well-being without sacrificing financial performance.
Are you aligned with our values? If so, we invite you to join the Holistic Finance family.
Our companies push the envelope in clean energy, responsibly sourced materials, habitat preservation, and ecological regeneration.
We select companies that minimize involvement in the war economy.
Companies that contribute positively to their communities in hiring, procurement, and manufacturing meet our value of social responsibility.
We look for companies who treat their employees and contractors fairly in terms of wages, working conditions, and benefits.
We strive to go beyond the principle of harm reduction to seek out companies that are actually making a positive impact, leaving the world more healthy, more alive, and more just than they found it.
Money is never neutral. It funds the systems that either nourish or diminish life
Learn MoreThose 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.
Holistic Finance serves clients who seek responsible, values-aligned management of assets of at least $100,000.
Comprehensive Financial Planning
integrating retirement, risk, estate, cash flow, and legacy planning to reflect your values and meet your financial goals.
Custom Investment Portfolios
aligned with your unique priorities, both ethical and financial, including real-time performance metrics for both.
Private Impact Investments
in non-listed companies that deliver positive social and environmental impacts with a range of market expectations.
Mentorship & Education
we offer ongoing relationship to provide education, technology, and insight to expand your knowledge base as an investor.
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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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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