Align your wealth with your values

Find trusted financial advisors who specialize in climate-aligned investing.

3 matches

5 minutes

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$+ million
in assets matched with financial advisors

Trusted by professionals, entrepreneurs, and
their families to power sustainable investing

WHY IT PAYS TO INVEST SUSTAINABLY

You can balance profit and planet.

SUSTAINABLE VS. TRADITIONAL FUNDS

Chart showing $100 invested in sustainable funds grew to $162 vs $152 in traditional funds from December 2018 to 2025, proving sustainable investing outperforms

Source: Morgan Stanley. For illustrative purposes only. Past performance does not guarantee future results.

Sustainable funds have historically outperformed traditional funds.1

THE ADVISOR ADVANTAGE

+ 2-4%

added to annual returns, on average

Research from Vanguard and Russell Investments shows a financial advisor may add 2-4% to returns each year compared to doing it yourself, even after their fee.2

WHY GreenPortfolio

Start with advisors worth meeting.

Save time

We've done the work: SEC reviews, background checks and 10+ years in sustainable investing.

Whole picture

Meet advisors who build portfolios around impact – and understand your whole financial life.

Your pace

No cold calls, no pressure. Guidance on your timeline. Connect when you're ready.

Free to use

No hidden fees. No obligations. Just the right fit.

Happy couple hiking in a lush mountain landscape, representing clients who invest sustainably with a climate-friendly financial advisor

How It Works

Shortcut your search with 3 simple steps.

1

Tell us what matters

Share your values and goals. Takes 5 minutes, free, no sign-up needed to start.

2

We find your fit

We match you with pre-screened advisors based on your climate and financial profile.

3

Explore your options

Browse your matches and reach out when you're ready, on your timeline.

Our Vetting Process

Your future deserves expertise.

We conduct the detailed research so you can invest with confidence.

Regulatory compliance

SEC filing review of individuals and firms

Identity verification

Background checks; license and registration verification

Proven expertise

Advisors averaging 16+ years of experience

Climate focus

Verified climate commitment and frameworks

Fiduciary responsibility

Advisors who put your interests first, always

Exceptional service

Respectful, professional communication style

Curious what's out there?

No cold calls. No pressure. Connect when you're ready.

Browse your personalized advisor matches.

No cold calls. No pressure. Connect when you're ready.

✓ 3 matches     ✓ 5 minutes     ✓ Free to use

✓ 3 matches     ✓ 5 minutes     ✓ Free to use

Footnotes

1. Between 2018 and 2025, a Morgan Stanley analysis of Morningstar data indicated that sustainable funds have outperformed traditional funds. Investing a hypothetical $100 into a sustainable fund in December 2018 would equate to $162 today, while investing $100 into a traditional fund over the same period would equate to $152 today, according to a Morgan Stanley analysis of Morningstar data. For more information on the classification of funds, please refer to Morgan Stanley’s methodology.[Return]

2. Studies from Vanguard and Russell Investments suggest that a skilled, best-practice advisor can deliver net benefits — after their ~1% fee — of roughly 2% to 4% over time, primarily through behavioral coaching, tax efficiency, and disciplined asset allocation, though these benefits are irregular and not guaranteed annually.[Return]

 

Please note: Information contained on this page has been derived from unaffiliated third parties. Although we believe these third-party sources to be reliable, we have not independently verified the accuracy of the data provided and make no representations as to the accuracy or completeness of any such information derived from such third-party sources and take no responsibility, therefore.

GreenPortfolio is registered with the U.S. Securities and Exchange Commission as an investment adviser. 

 

GreenPortfolio does not directly manage client funds, securities, or assets. GreenPortfolio provides algorithmic climate scoring of users' investment portfolios and recommends users to third-party investment advisers. For more details about GreenPortfolio’s business operations, services, and referral fees, see GreenPortfolio’s legal documents and disclosures here.

 

The articles and support materials found on this website are for informational purposes only and do not constitute investment advice or recommendations of any investment strategy. GreenPortfolio aims to keep all information on this website current and accurate, however, please complete your own due diligence before making any financial decisions.

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