Values Added Financial is a Washington, DC-based financial planning firm that specializes in helping progressives leverage their wealth to make a positive impact on society. They offer a range of services, including social impact strategies, impact investing, and investing in organizations that are fighting for a better world. With a focus on aligning clients' financial goals with their values, Values Added Financial provides personalized solutions that allow individuals and families to build financial lives they feel good about.
Through their client case studies, Values Added Financial showcases their expertise in working with impact-oriented inheritors, progressive professionals, and newly-exited startup employees. By helping clients diversify their investments, support justice causes, and align their values with their financial life, Values Added Financial enables individuals to focus on their passions and make a difference in their communities. With a commitment to providing high-value content and educational events, Values Added Financial aims to empower their clients to create a joyful life while making a positive social impact.
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