Our Philosophy

Wealth is not the goal. It’s a state of being, and a means of service.

At Holistic Finance, we hold a different vision for financial life:

  • That money can be a force for regeneration, not extraction.
  • That investing can be an act of devotion, not just strategy.
  • That financial stewardship, when done with soul, becomes one of the most powerful tools for healing the world.

The very choice to not invest solely for return is a quiet revolution, a refusal to let scarcity be the architect of your financial life.

Our philosophy is rooted in four living pillars:

  1. Conscious Capital: Every investment is a relationship. We help make those relationships sacred, based on awareness, discernment, and alignment.
  2. Moral Clarity: We reject the myth that money and values must be separate. Ethical investing isn’t just possible, it’s necessary.
  3. Holistic Vision: Finance touches everything: your health, your family, your community, the planet. So we plan for all of it, not in isolation, but as one interconnected whole.
  4. Empowered Stewardship: You’re not just a client. You’re a co-creator. We exist to support and empower you in making meaningful decisions you can stand behind, with clarity, confidence, and care.

The Unseen Impact of Capital

Deep down, most of us know: what we fund, we feed. Every dollar is an endorsement, of a business model, a supply chain, a worldview.Whether we realize it or not, our capital is shaping realities. Just as those who fund harm carry responsibility, we too carry the moral weight of our investments — even when they feel distant or abstract.

This isn’t about blame. It’s a call to awareness. Because if you don’t know what companies your portfolio is supporting, they’re still being supported, by you. That’s not a crime. But it is an invitation.

At Holistic Finance, we help you become conscious of what your money is doing when you’re not looking, so that every investment becomes something you can stand behind.

Not from a place of perfection, but from coherence. From integrity. From the quiet power of knowing your wealth is helping build the world you believe in.

Finance, Reimagined. Rooted in Soul. In Service to Life.

Holistic Finance is about mobilizing capital for the greatest inclusive good, with reverence, responsibility, and vision.

The world is in need of healing. Let’s grow a meaningful future, together.

Get Started TOday
Holistic Finance LLC.
Office Address: 32-1091 Hawai’i Belt Road Ninole, HI 96773
Mailing Address: 475 Kinoole St., Ste. 102P, Hilo, HI 96720
E-mail: support@holisticfinance.com
Phone: 808.437.8171
Managing Director:
Michael Wheelwright CRD# 7443523
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Frequently Asked QuestionsCommon Myths About Values-Based InvestingWhy Values-Based InvestingThe Holistic ApproachOur PhilosophySee our form ADV Part 1See our form ADV Part 2A&BDOWNLOAD OUR FORM CRS HERE

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