Resources

Resources

Resources

The organizations featured here are part of a growing movement reshaping how we think about money, wealth, and investing. This curated list is not exhaustive, but its a place to beginexplore, get inspired, and discover how you can grow your confidence, expand your wealth, and invest in the future you want to create.

Financial Advisors

Centered Wealth

Values-aligned financial advisor, minimum portfolio size $500,000

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Figure 8 Investment Strategies

Values-aligned financial advisor, minimum portfolio size $1 million

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Humanize Wealth

Values-driven guidance & wealth management, minimum portfolio size $2 million

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Laird Norton Wetherby

Purpose driven wealth management and trust services for individuals and groups

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Montcalm

Advisory services driving portfolio growth & systems change, min $1 million

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Poder Wealth Advisors

Empowers impact-driven investors to grow, enjoy, and protect their wealth. $500,000 minimum

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Purse Strings

National network of financial professionals vetted for their expertise in serving women

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Revalue

Values-driven financial consulting and investment management, no minimums

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S2 Group at Morgan Stanley

Financial planning & investment management, minimum portfolio size $500,000

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Sorenson Impact Advisory

Helps investors build measurable impact into their portfolios, min portfolio size $5 million

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True Abundance Advisors

Financial planning firm focused primarily on serving professionals in mid-life

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ValuesAdvisor

Research values-aligned advisors, min $500k-$50m. Use code SHEconomy for free access.

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Wealthspire Advisors

Financial advisory firm that integrates values, purpose, and long-term impact into wealth management.

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Zevin Asset Management

Offers socially responsible & sustainable investing advice, min portfolio size $500,000

Visit site

Financial Advisors

Centered Wealth

Values-aligned financial advisor, minimum portfolio size $500,000

Visit site

Figure 8 Investment Strategies

Values-aligned financial advisor, minimum portfolio size $1 million

Visit site

Humanize Wealth

Values-driven guidance & wealth management, minimum portfolio size $2 million

Visit site

Laird Norton Wetherby

Purpose driven wealth management and trust services for individuals and groups

Visit site

Montcalm

Advisory services driving portfolio growth & systems change, min $1 million

Visit site

Poder Wealth Advisors

Empowers impact-driven investors to grow, enjoy, and protect their wealth. $500,000 minimum

Visit site

Purse Strings

National network of financial professionals vetted for their expertise in serving women

Visit site

Revalue

Values-driven financial consulting and investment management, no minimums

Visit site

S2 Group at Morgan Stanley

Financial planning & investment management, minimum portfolio size $500,000

Visit site

Sorenson Impact Advisory

Helps investors build measurable impact into their portfolios, min portfolio size $5 million

Visit site

True Abundance Advisors

Financial planning firm focused primarily on serving professionals in mid-life

Visit site

ValuesAdvisor

Research values-aligned advisors, min $500k-$50m. Use code SHEconomy for free access.

Visit site

Wealthspire Advisors

Financial advisory firm that integrates values, purpose, and long-term impact into wealth management.

Visit site

Zevin Asset Management

Offers socially responsible & sustainable investing advice, min portfolio size $500,000

Visit site

Financial Advisors

Centered Wealth

Values-aligned financial advisor, minimum portfolio size $500,000

Visit site

Figure 8 Investment Strategies

Values-aligned financial advisor, minimum portfolio size $1 million

Visit site

Humanize Wealth

Values-driven guidance & wealth management, minimum portfolio size $2 million

Visit site

Laird Norton Wetherby

Purpose driven wealth management and trust services for individuals and groups

Visit site

Montcalm

Advisory services driving portfolio growth & systems change, min $1 million

Visit site

Poder Wealth Advisors

Empowers impact-driven investors to grow, enjoy, and protect their wealth. $500,000 minimum

Visit site

Purse Strings

National network of financial professionals vetted for their expertise in serving women

Visit site

Revalue

Values-driven financial consulting and investment management, no minimums

Visit site

S2 Group at Morgan Stanley

Financial planning & investment management, minimum portfolio size $500,000

Visit site

Sorenson Impact Advisory

Helps investors build measurable impact into their portfolios, min portfolio size $5 million

Visit site

True Abundance Advisors

Financial planning firm focused primarily on serving professionals in mid-life

Visit site

ValuesAdvisor

Research values-aligned advisors, min $500k-$50m. Use code SHEconomy for free access.

Visit site

Wealthspire Advisors

Financial advisory firm that integrates values, purpose, and long-term impact into wealth management.

Visit site

Zevin Asset Management

Offers socially responsible & sustainable investing advice, min portfolio size $500,000

Visit site

Financial Advisors

Centered Wealth

Values-aligned financial advisor, minimum portfolio size $500,000

Visit site

Figure 8 Investment Strategies

Values-aligned financial advisor, minimum portfolio size $1 million

Visit site

Humanize Wealth

Values-driven guidance & wealth management, minimum portfolio size $2 million

Visit site

Laird Norton Wetherby

Purpose driven wealth management and trust services for individuals and groups

Visit site

Montcalm

Advisory services driving portfolio growth & systems change, min $1 million

Visit site

Poder Wealth Advisors

Empowers impact-driven investors to grow, enjoy, and protect their wealth. $500,000 minimum

Visit site

Purse Strings

National network of financial professionals vetted for their expertise in serving women

Visit site

Revalue

Values-driven financial consulting and investment management, no minimums

Visit site

S2 Group at Morgan Stanley

Financial planning & investment management, minimum portfolio size $500,000

Visit site

Sorenson Impact Advisory

Helps investors build measurable impact into their portfolios, min portfolio size $5 million

Visit site

True Abundance Advisors

Financial planning firm focused primarily on serving professionals in mid-life

Visit site

ValuesAdvisor

Research values-aligned advisors, min $500k-$50m. Use code SHEconomy for free access.

Visit site

Wealthspire Advisors

Financial advisory firm that integrates values, purpose, and long-term impact into wealth management.

Visit site

Zevin Asset Management

Offers socially responsible & sustainable investing advice, min portfolio size $500,000

Visit site

Where economic equality isn’t the finish line, it’s the starting point.

Copyright © 2025 – All Right Reserved

Where economic equality isn’t the finish line, it’s the starting point.

Copyright © 2025 – All Right Reserved

Where economic equality isn’t the finish line, it’s the starting point.

Copyright © 2025 – All Right Reserved