Common Interests

Common Interests is an independent family wealth management practice that prioritizes social responsibility and client empowerment. Founded in 1994, the firm has a long history of providing comprehensive financial guidance while aligning investments with clients' values. They emphasize a collaborative approach, viewing their role as partners and co-pilots in helping clients achieve financial wellness. Their commitment to ethical practices is evident in their certification as a B Corporation, a designation awarded to companies that meet high standards of social and environmental performance, accountability, and transparency.

Common Interests distinguishes itself by offering a unique fee structure that prioritizes accessibility. They operate on a sliding scale based on client income, ensuring that their expertise is available to all, regardless of financial status. This approach eliminates the pressure to sell products and instead focuses on providing tailored advice and solutions to meet individual needs. Their approach to investing is also distinctive, with a strong emphasis on incorporating environmental, social, and governance (ESG) factors into their investment decisions. They actively engage in shareholder advocacy, using their ownership in companies to promote positive change and align client investments with their values.

Common Interests is a flexible employer offering a hybrid work environment. They embrace remote working and provide digital tools to help employees manage their workload. The company is committed to providing a supportive and fulfilling work environment, as evidenced by their Chief Morale Officer, a pet Ewok named Wicket, who helps ensure employees have a healthy work-life balance.

Common Interests offers a comprehensive benefits package to its employees that prioritizes their financial well-being and aligns with its values of social responsibility. Employees are eligible for a variety of perks including a competitive salary, a comprehensive health insurance plan, paid time off, and a 401(k) plan with an employer match. Additionally, the company emphasizes work-life balance by encouraging employees to take breaks and promoting a supportive and collaborative work environment.

Common Interests is an independent family wealth management practice committed to empowering financial wellness for their clients in a socially responsible manner. They strive to go beyond traditional financial planning by aligning investments with clients' values through a values-based investing approach that incorporates Environmental, Social, and Governance (ESG) factors. Their mission is to build trusted relationships with clients and guide them toward a brighter future, both financially and ethically.

Common Interests promotes a culture of collaboration, transparency, and social responsibility. They believe in working with clients as partners, prioritizing problem-solving over product sales, and aligning investments with their clients' values. Their commitment to ethical business practices is reflected in their B Corp certification, signifying a dedication to environmental and social impact alongside financial success.

Common Interests is committed to diversity, equity, and inclusion, demonstrated through their values-based investing approach. The company specifically integrates Environmental, Social, and Governance (ESG) factors into their investment decisions, refusing to invest in companies that treat their employees or communities in ways they wouldn't want to be treated. They are also a certified B Corporation and signatories of the UN's Principles of Responsible Investment, indicating a commitment to transparency and accountability in their business practices. Their commitment to local and independent clients further reinforces their dedication to creating a diverse and equitable business ecosystem.