Envest Asset Management, LLC

Envest Asset Management, LLC is a boutique financial planning and investment advisory firm based in Ridgefield, CT, serving clients throughout the US and abroad. They specialize in sustainable and socially responsible investing, aligning client values with their financial goals. Envest is a Certified B Corp and a 1% for the Planet member, demonstrating their commitment to ethical and impactful business practices. They provide a range of services, including financial planning, diversified investment portfolios, alternative investments, and business retirement services, all with a focus on ESG (Environmental, Social, and Governance) principles and SRI (Socially Responsible Investing) strategies.

Envest's team has over 50 years of combined experience in social responsibility, sustainability, and finance. They are Wall Street veterans with expertise in investment banking, clean energy, and private equity. Envest distinguishes itself by providing a holistic values-based approach to financial planning and investment management, emphasizing transparent fee structures and strong advisor-client relationships. They are dedicated to educating clients about the intersection of financial markets and sustainability, empowering them to invest with their conscience and values.

Envest Asset Management, LLC provides the flexibility of remote work to its employees. This is evident in the company's "Karen Ogden joins EnvestAM as Partner" news article, which states that Karen Ogden will be based in Vermont, suggesting that she works remotely.

Envest Asset Management offers a comprehensive benefits package that includes health insurance options, retirement savings plans, life insurance, disability insurance, and other perks. Their health plans include HMO, PPO, and HDHP options with a focus on encouraging HSA contributions. They also offer traditional and Roth 401(k) plans and life and disability insurance coverage at group rates. Envest encourages employees to take advantage of these benefits for their financial well-being.

Envest Asset Management is a Certified B Corp and 1% for the Planet member dedicated to aligning clients' financial goals with their values. They provide investment management and financial planning services that incorporate sustainable (ESG) and socially responsible investing (SRI) strategies, ensuring that their clients' money is invested in a way that reflects their environmental and social beliefs. They offer a range of services, including financial planning, diversified, values-based investment portfolios, alternative investments, and increased awareness of sustainable practices, all while prioritizing transparency and a fiduciary approach to ensure their clients' best interests are always at the forefront.

Envest Asset Management promotes a culture that emphasizes a strong sense of social responsibility and sustainability. They are a Certified B Corp and a member of 1% for the Planet, demonstrating their commitment to aligning clients' values with their investments. They encourage a client-first mentality, building strong advisor-client relationships and offering personalized plans that incorporate ESG principles. The company also values transparency and ethical practices, evident in their fee-only structure and commitment to fiduciary responsibility.

Envest Asset Management, LLC is a Certified B Corp and a 1% for the Planet member, committed to aligning clients' values with their financial goals and demonstrating their commitment to sustainability and environmental, social, and governance (ESG) principles. EnvestAM focuses on building a diverse and inclusive team, reflecting the values they promote and bringing a range of perspectives to their work. They strive to create a welcoming and equitable environment for all employees and prioritize working with third-party service providers who share their values.