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Socially Responsible Investing


Investing for a Sustainable Future

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Socially Responsible Investing


Investing for a Sustainable Future

Your sustainable wealth partners

Wealth management for the good of people and the planet

 

 

Who We Are

We help progressively-minded investors to prosper while contributing to a world that is more peaceful, just, and sustainable – wealth management for the good of people and the planet.

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Gary R. Matthews
PhD, CPA/PFS AIF ®
Principal - Financial Advisor

Amy D. Pender
Associate - Financial Advisor


Contact Us for a Free Consultation

Phone: 888-596-0353 toll-free
Email: [email protected]

 

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Impact Investing


Grow your wealth while providing for healthy communities

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Impact Investing


Grow your wealth while providing for healthy communities

Why SRI?

Would you like your wealth to grow and make a positive social and environmental contribution at the same time?

  • Are you appalled at the recurring financial crises in the world and their devastating impact on so many people?
  • Do you worry that environmental damage and climate change are creating a less livable world for you and your family?
  • Would you like to know your wealth is safely contributing to solutions?
 

First Affirmative is one of the premier boutique financial advisory firms in the country specializing in socially responsible investing, impact investing, and green investing (SRI). Our SRI investment process will enable you to invest prudently and profitably, live carefree at work or in retirement, and know your assets are working for you and contributing to a more compassionate and sustainable world.

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Contact Us for a Free Consultation

Phone: 888-596-0353 toll-free
Email[email protected]

 

 
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Sustainable Investing


For the health and well-being of the planet

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Sustainable Investing


For the health and well-being of the planet

Our team provides quality investment consulting specializing in socially responsible investments. Our values stem from this commitment:

 

  • Common Good: We actively embrace the direct relationship between financial decision making and the greater good. This is at the core of all socially responsible companies.
  • Respect: We nurture and maintain a culture of respect in all we do, proactively promoting ethical behavior among our professional peers and within our wider communities.
  • Fiduciary Duty: We place our clients’ interests above our own. We acknowledge our fiduciary responsibility, adequately explain our compensation structure, and disclose potential conflicts of interest. We ensure the timely and clear disclosure of relevant information, taking care to ensure that it is accurate, complete, objective, and understood.
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