Providing Socially and Environmentally Responsible Investment Strategies.

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Protecting Our Clients Values, Investments & Quality of                       Life in a Sustainable Customized Approach

Michelina A. Roth, Director of Client Relations

David M. Roth
BFATM Financial Planner & 
Co-Founder

Michelina A. Roth
Co-Founder

 
Our passion is providing customized sustainable financial planning for the good of all people, communities, and our Earth.

Our motivation is to help people set and meet financial goals in alignment with their values.  We specialize in socially responsible, impact, and environmentally conscious investing.

Here is a link to our letter to the SEC regarding Proxy Voting.  Please consider contacting the SEC to voice your opinion.  

BFATM  The importance of Behavioral Financial Advice and understanding the Emotions of Investing is a key component of comprehensive financial planning.  The brochure linked above addresses the process we use and why Dave became a Certified Behavioral Financial AdvisorTM.

 
"THERE IS ONLY ONE POSSIBLE FUTURE FOR HUMANITY,
AND THAT IS A SUSTAINABLE ONE."
Patricia Espinosa, Executive Secretary of the U.N. Framework Convention on Climatet