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 money is one of the most powerful forces on the planet — and that it is our sacred responsibility to use it wisely, consciously, and courageously.
We exist to guide individuals who are no longer willing to fund the future blindly. People who want to invest with eyes open, hearts attuned, and souls aligned. Our mission is to help you reclaim agency over your capital — to awaken the steward within — and to transform investing into a form of devotion.
In a world where so much is fragmented, money can be a unifying force. It can restore balance. It can regenerate life. It can become an instrument of what is good, true, and beautiful.
Create coherence between your values and your portfolio
Illuminate what your capital is funding — and what it could be growing toward
Invite you into a deeper, more sacred relationship with money
Offer financial strategies that nourish both people and planet
This is not just about growth. It’s about growth with meaning. It’s about conscious alignment. This is Holistic Finance.
Those who fixate solely on maximizing returns at the expense of all else are not sacrificing — they are avoiding. They are refusing to treat money with the reverence it deserves. Growth for growth’s sake is the cancer of our modern economy. It disregards the health of the whole — the Earth, our communities, and our souls.
Like it or not, we are all connected. All of life is interwoven, and money is the talisman — the story — we use to bring dreams into form. Perhaps it is the darkness of unchecked growth that will become the spark for change. We must cultivate a greater imagination than what we see reflected in today’s markets.
Archimedes said, ‘Give me a place to stand, and a lever long enough, and I will move the Earth.’ We believe finance is that lever. You know how you want to move it. We’re here to help you find where to stand.”
- Zack Geist
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