Greater Good Financial

Overview

Greater Good Financial is an independent registered investment adviser that serves individuals, families and small businesses. The firm’s advisory work centers on financial planning and discretionary portfolio management, with a clear preference for equity exposure and an explicit tilt toward ESG considerations. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements, which aligns with its focus on ongoing portfolio management and planning relationships rather than one-off consulting. The adviser is small by industry standards and owner-operated. Its investment activity emphasizes exchange-traded instruments and separately managed account structures, suggesting a hands-on approach to security selection and portfolio construction while using custodial infrastructure to scale execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices