HOW WE DO BUSINESS

Socially Responsible Investments

HOW WE DO BUSINESS
We consider our clients, friends. The foundation of our practice is based on strong, meaningful relationships based upon a clear understanding what is important to you.

We are committed to helping you reach your goals while aligning your money with your values, all without taking any excessive risks. We offer all types of investment products, including alternative products for specific needs, but we invest for the long term.

The services we offer include:

OUR SERVICES AT A GLANCE 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 










PORTFOLIO CONSTRUCTION &  MANAGMENT
EDUCATION SAVINGS OPPORTUNITES
GROUP RETIREMENT PLANS
BUDGETING AND SAVINGS PLANS
ESTATE & LEGACY PLANNING
PHILANTHROPIC GIVING PLANNING
PORTFOLIO RISK ASSESSMENT
KEY PERSON INSURANCE
LIFE & LONG TERM CARE INSURANCE
Social and Environmental Portfolio Screening and Analysis
Portfolio Construction and Management
Risk Assessment
Estate and Legacy Planning
Advanced Tax Strategies
Donor Advised Funds, Endowments and Philanthropic Annuities
Life, Long Term Care and End of Life Plans
Ethical Wills
Education Savings Options (with a social media element)
Budgeting and Savings Plans
Vision, Dental, Travel and Supplimental Policies
Small Business Owner Retirement Planning
Group Retirement Plans and Key Person Insurance


We consider our clients, friends. The foundation of our practice is based on strong, meaningful relationships based upon a clear understanding what is important to you.

We are committed to helping you reach your goals while aligning your money with your values, all without taking any excessive risks. We offer all types of investment products, including alternative products for specific needs, but we invest for the long term. 

Athens Impact

All our securities products are screened for environmental, social, and governance issues. In addition, they can also be personalized for other concerns expressed by individual clients.