Intelligent investing utilizing tax strategies and socially responsible investment vehicles.I help people think about their money.

The Kiva B4B Project is a collaboration between Kiva and Advanta Bank Corp. It encourages U.S.-based businesses customers of Advanta to make grants to Kiva entrepreneurs through a matching grant program. Advanta was s ...

The Advocacy Investing® strategy is Marc J. Lane Investment Management, Inc.'s proprietary approach to values-based investing in which both equities and fixed-income securities are selected by exacting financial and gove ...

Our mission is to create a fee-based portfolio that incorporates your passions while still achieving your financial objectives. We do this by engaging in a meaningful dialogue, which guides us into a mutual decision-mak ...

Progressive Asset Management is a national network of Financial Advisors who provide investors a way to invest for both competitive financial returns and social/environmental progress. Investments affect the world for b ...

ShoreBank is the first and leading community development and environmental bank in the United States. With over $2 billion in assets, ShoreBank makes loans to individuals, programs, and businesses that help build persona ...

I work with Midwestern businesses, foundations, high net worth individuals and families to create sustainable investment portfolios. Services are typically fee-based.