History
Fair Planet Advisors is an independent full-service financial firm committed to helping clients (individuals and business owners) pursue their financial goals in a sustainable manner. We offer a wide range of financial products and services. We believe that by working with Fair Planet Advisors you will be better able to identify your goals and make informed decisions. Our process includes identifying our clients' goals and objectives, gathering data, processing and analyzing the data, presenting and implementing strategies, and monitoring the plan. Fair Planet Advisors will get to know you personally, learning about your financial goals and priorities, your life circumstances, and will probe for your views on a range of environmental and social issues. Drawing from their experience and supported by research and data, Fair Planet Advisors will build a custom investment portfolio fully aligned with your values and financial goals.
Specialties
Our firm specializes in developing socially responsible investment and retirement strategies, our clients include individuals, families, business owners and non-profits. We care about what matters to you.