Sustainable Financial Planning

Overview

Sustainable Financial Planning is a small, independent registered investment adviser operating as a limited liability company and focused on individuals and families, along with a handful of small-business clients. The firm’s advisory work centers on financial planning and portfolio management rather than institutional or pension consulting. Fee arrangements are flexible and include a percentage of assets under management, hourly fees and fixed-fee engagements, which supports both ongoing investment relationships and project-based planning work. Investment posture is conservative and concentrated: the firm primarily deploys client capital into pooled public funds and mutual funds rather than direct-stock strategies or large allocations to alternative managers. It does not position itself as an ESG-focused allocator and is not structured as a multi-state or multi-adviser platform. Given the scale and client base, the firm functions as a boutique adviser offering tailored planning and portfolio oversight rather than broad capital allocation or large-scale institutional investment programs.

Assets & Accounts

Investments & Alternatives

Location & Offices