Do you feel good about where your money is invested?
Plan Well, Do Good
You have financial questions. You also care what your money is doing in the world.
You need a financial planner who is creative, skilled, and wise. Someone who understands shares your values: your worries, your dreams, and how making positive change matters.
Essentially, you know it's about more than just money, it's about peace of mind.
Jesse Martyn, BFA, CFP® is a CERTIFIED FINANCIAL PLANNER professional specializing in socially responsible investments.
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