Celia Mueller, CFP®
Financial Planning - Socially Responsible and Green Investing

Looking for a way to incorporate your social values in your investments while pursuing your financial goals? 

That's what I've been doing for our clients for over 20 years as a Certified Financial Planning professional specializing in sustainable, responsible, impact investing. I provide asset management and financial planning for individuals, families, small businesses and foundations with $250,000 or more to invest in managed, principled, proactive socially responsible investment portfolios.  

As part of the Progressive Asset Management Group and the First Affirmative Financial Network, my office has a broad array of tools to help you meet a variety of financial goals while at the same time making the world a better place. In 2013 we added Fossil Fuel Free portfolios to the lineup available for my clients as one of the ways I seek to combine financial stewardship and earth stewardship.

If you need help making sure you are on track for the retirement you desire, need help with an income distribution strategy during retirement, you want your green backs doing something greener or you desire to fine tune your ability to reach personal goals while your money speaks out about sweatshop labor and corporate governance or other concerns - we are here to help                 

 

Progressive Asset Management has provided Social &
Environmentally Responsible Investment Strategies Since 1987
 

Securities offered through Securities America, Inc., Member FINRA/SIPC, and Advisory Services offered through Securities America Advisors, Inc., and Arbor Point Advisors. Progressive Asset Management Arbor Point and Securities America are separate entities. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

FIND OUT MORE ABOUT WHERE WE ARE SPEAKING ON SOCIALLY RESPONSIBLE INVESTING, ALSO KNOWN AS  SUSTAINABLE RESPONSIBLE & IMPACT INVESTING.