Find a financial advisor you can trust to prioritize your wealth and planet health
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Find a financial advisor you can trust to prioritize your wealth and planet health
How it works
Tell us about yourself
Answer a few questions to share your financial and climate goals
Get matched
Receive 3 personalized recommendations for investment advisors who align with your climate-positive vision
Review and reach out
Schedule meetings with your matches to determine which advisor resonates with you best
Our rigorous advisor vetting process
Frequently asked questions
How does GreenPortfolio match you with advisors?
Our algorithm carefully matches advisors with clients by considering your climate priorities, financial goals, meeting preferences, and alignment of needs with an advisor’s expertise.
How experienced are the financial advisors?
Our network consists of seasoned professionals with an average of nearly 15 years of experience. Every advisor is registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators and holds their Series 65 or equivalent licenses.
Are the advisors GreenPortfolio employees?
No, our financial advisors work for third-party registered investment advisory firms. By carefully curating a network of trusted advisors, we connect you with experienced professionals who can provide personalized, objective financial guidance aligned with your individual goals.
Is GreenPortfolio free?
Yes! GreenPortfolio does not charge you any fees. We simply facilitate the connection between you and a sustainable financial advisor as part of our mission to simplify your journey to greener finances.
How is GreenPortfolio paid?
GreenPortfolio receives a referral fee from the advisor, if you choose to work with one of the advisors in our network. We're here to make the connection, but we don't charge you anything for our service.
How do advisor fees work?
Advisory fees can differ but typically advisors utilize a structure where the fee is a percentage of the assets managed. Each advisor's profile includes a link to their ADV brochure – a legally required document that details their fee structure and services. This is an important question to ask when speaking with an advisor.
Will I receive unwanted calls?
No! You're in full control of the communication process. After matching, you'll receive an introduction email and can review your matched advisors' profiles. Schedule a consultation through their booking link whenever you're ready - you'll find it in both the email and their profiles. No unsolicited calls - just the personalized access you're looking for.
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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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