Aspen Leaf Wealth Management, PBC

Aspen Leaf Wealth Management is a fee-only Registered Investment Advisor (RIA) based in Golden, Colorado. They specialize in sustainable investing, offering a range of ESG-screened investment options and financial planning services. Their philosophy emphasizes acting as fiduciaries, prioritizing clients' best interests, and providing low-cost, tax-efficient solutions aligned with investors' values. They cater to individuals approaching retirement, recently retired individuals, and corporations seeking retirement plan advice.

Aspen Leaf Wealth Management is led by Greg Lessard, a Certified Financial Planner® and Certified Retirement Planning Counselor®. The team prides itself on transparency and accountability, holding certifications from the CFP Board and FINRA. They are a verified Certified B Corporation and Public Benefit Corporation, committed to environmental and social responsibility in their business practices and investment strategies.

Aspen Leaf Wealth Management offers flexibility in work location, allowing employees to work in-person at their Golden, Colorado office or remotely via video conferencing. This provides a hybrid work environment for employees to choose the best arrangement for their individual needs and preferences.

Aspen Leaf Wealth Management, PBC offers a variety of employee benefits, including a comprehensive retirement plan with ESG-screened investment options. They also provide access to professional development opportunities and a supportive work environment, all while aligning with their values of social and environmental responsibility.

Aspen Leaf Wealth Management, PBC is a fee-only Registered Investment Advisor dedicated to providing customized, sustainable investment solutions for individuals and small businesses. Their mission is to empower clients to achieve their financial goals while aligning their investments with their values by offering ESG-screened portfolios, comprehensive financial planning, and fee-only advice. As a Certified B Corporation and Public Benefit Corporation, Aspen Leaf is committed to social and environmental impact and transparency, ensuring that their clients' investments have a positive influence on the world.

Aspen Leaf Wealth Management, PBC cultivates a culture built on transparency, ethical practices, and a genuine commitment to sustainable investing. They prioritize client education and a collaborative approach, emphasizing a fee-only structure that eliminates conflicts of interest stemming from product sales. The company's dedication to social and environmental impact is reflected in their values and investment strategies, creating a welcoming environment for individuals and businesses who share their passion for responsible financial practices.

Aspen Leaf Wealth Management is committed to creating a diverse, equitable, and inclusive environment. They specifically highlight their commitment to fighting for racial justice, healthy communities, and fair workplace compensation. They are a Certified B Corporation, which means they are measured and verified for their commitment to social and environmental performance, transparency, and accountability.