Our Financial Planning Independence
We're empowered with the freedom to work openly and help interested clients pursue values-based investing opportunities or learn how to invest ethically. Ultimately, we're able to work collaboratively to understand your needs and help you reach your goals.
Getting to know each other starts with a simple conversation. Click the button below to get started.
Nathan Munits
CRPC®, AIF®
Founder |
Senior Financial Advisor
Mali Perl
President | Partner
Paul Purwin
CFP®
Financial Advisor |
Partner
Brandon Wester
CFA®
Chief Investment Officer
Brennen Ramos
CFP®
Financial Advisor
Lane Spigner
CFP®, CSRIC®
Client Relationship Manager | Director of Sustainability
Axl Dang
Director of Operations
Zac Fustgaard
Client Relationship Associate
Anya Haines
Client Service Associate
Gianna Procida
Client Concierge
Noah Burns
Junior Research Analyst
