When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals — it’s about making sure their dollars support charitable causes and principles that are in line with their closely held values.
Whether your focus is on protecting the planet, aligning with your faith or giving back to your community, a financial advisor who understands your values can help you build a portfolio that reflects what matters to you. Here’s how to help find a good fit.
Know What You Stand For
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