Business isn’t just about making money — it’s also about being a force for good.

  • Are you looking to work with like-minded advisors who are also making a difference in the broader world?

  • Are you a B Corporation or considering beginning the B Corp certification process and want to partner with a financial advising team that ‘gets it’?

  • Are you interested in becoming a more profitable company so that you can pay it forward?

  • Do you feel challenged to take care of the financial needs of all of your stakeholders, team, community, environment, and owners?

Profitability doesn’t mean you need to sacrifice your purpose.

In fact, the more profitable you are, the greater impact you can have on the broader community. As a certified B Corp since 2017, we’ve built tools with Prosper for Business that allow companies to grow their bottom line while also pursuing their purpose-driven passions. By helping our clients gain access to the right kind of data, we give leaders the wisdom they need to make decisions that benefit their businesses and their communities.

Curated Content for Purpose-Driven Companies

  • Without your heart, joy is a no-show. When you and your team have joy, hard work becomes easier, more enjoyable, and filled with purpose and light, increasing happiness and engagement.

    Watch now.

  • Our founder, Mackey McNeill’s musings in response to the Facebook whistleblower. Read her thoughts here.

  • Read about our journey to B Corp status and what it meant to our team.

    Read now.