Earth Equity Advisors
Why pick this one
Earth Equity Advisors has specialized in sustainable, responsible, and impact investing since 2004 and offers financial planning alongside portfolio management.
Best for
- Investors seeking portfolios aligned with environmental and social values
- Investors wanting to identify fossil fuel, weapons, tobacco, and other questionable holdings
- Investment portfolios over $500,000 seeking a complimentary Impact X-Ray
- Clients needing retirement, college savings, charitable giving, or estate planning guidance
- Clients seeking sustainable, resilient, and innovation investment options
Look elsewhere if
- Investors seeking conventional portfolios without sustainable or impact-investing criteria
- Investors with portfolios under $500,000 specifically seeking the advertised Impact X-Ray report
Specialties
- sustainable, resilient, and innovation investment management
- sustainable, responsible, and impact investing
- values-aligned portfolio construction
- comprehensive financial planning
- Impact X-Ray portfolio analysis
Certifications
- Independent Registered Investment Advisor
- CSRIC designation held by Peter Krull
What makes them different
- Specializes in sustainable, resilient, and innovation investment portfolios
- Offers a complimentary Impact X-Ray for investment portfolios over $500,000
- Impact X-Ray reports identify fossil fuels, weapons, tobacco, and other questionable companies
- Provides complimentary consultations by phone, video conference, in person, or at a restaurant
- Has operated since 2004
Distilled from this business's own website.
Contact & Location
- Address
- 40 N Merrimon Ave Ste 301, Asheville, NC 28804
- Phone
- 8772353684
- Website
- http://www.earthequityadvisors.com/
- info@earthequityadvisors.com
Services
- investment management
- financial advising
- retirement planning
- college savings planning
- charitable giving planning
- estate planning coordination