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 don’t sell financial products — we help you design a values-aligned financial ecosystem that works for your life.
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:
This is investing with integrity — not just industry. It’s a strategy of coherence — not compromise.
Your financial life is more than numbers. It’s a story. We help you shape that story with wisdom and care.
We offer planning rooted in:
Every plan is a living document — because you are not static, and neither is the world. Your values evolve. Your vision expands. Our role is to help keep your financial life aligned with that aliveness.
For those ready to move beyond public markets, we offer access to:
We welcome both accredited and — when possible — non-accredited investors. We believe that the chance to invest in real change should not be reserved for the elite. With thoughtful strategy and deep discernment, we help each client find the right fit.
This is not a transaction. It’s a partnership.We walk beside you. We learn with you. We empower you through technology, education, and a dedicated team that cares deeply about your journey.There is no shame in what you don’t yet know. Here, you are met with humility, mentorship, and respect.
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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