42 Trending Green Financial Planning Businesses [2023]

42 Trending Green Financial Planning Businesses [2023]
Start A Green Financial Planning Business

A green financial planning business involves helping clients align their financial goals with their values, including environmental and social responsibility.

The financial planning business can involve various services, such as investment advice, budgeting, and retirement planning, focusing on sustainable and responsible options. To start a green financial planning business, you must be licensed as a financial planner and obtain additional certifications, such as a Certified Financial Planner (CFP) designation.

You will also need to establish a business structure, obtain necessary licenses or permits, and set up a system for managing client relationships. To operate your business, you must market your services to potential clients, build a network of referral sources, and stay up-to-date on the latest trends and developments in sustainable investing and financial planning.

Looking for some examples of a green financial planning business?

Interested in case studies of a successful green financial planning business? Check out our full list of success stories.

1. Capital Group

Capital Group homepage

  • Business rank: #26.6K

Check out their full website ➜

2. Aspiration

Online financial services made easy that help you save while giving back to the community. Spend, save and invest with a conscience. Open an account today with no monthly fees.

  • Website traffic: 1.11M/month
  • Business rank: #29.1K

Check out their full website ➜

Learn more about starting a green financial planning business:

Where to start?

-> How much does it cost to start a green financial planning business?
-> Pros and cons of a green financial planning business

Need inspiration?

-> Other green financial planning business success stories
-> Marketing ideas for a green financial planning business

Other resources

4. Grow Financial

  • Website traffic: 520K/month
  • Business rank: #92.3K

Check out their full website ➜

5. Cayenne Consulting

You have one chance to make a first impression, so get help from an expert business plan consultant. Our clients have raised over $4.3 billion. Founded in 2001.

  • Business rank: #201K

Check out their full website ➜

6. Facet Wealth

Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

  • Website traffic: 60K/month
  • Business rank: #327K

Check out their full website ➜

7. Financial Planner World

Interested in a career as a financial planner or advisor? Here's what you need to know.

  • Business rank: #667K

Check out their full website ➜

8. Plain Green Loans

Plain Green, LLC is the premier online resource that helps people meet their emergency and cash-flow needs quickly and easily online with bi-weekly and monthly installment loans. We're a tribally chartered corporation that has funded more than $1 billion in loans, helping more than 1 million customers, since 2011.

  • Website traffic: 80K/month
  • Business rank: #693K

Check out their full website ➜

9. CAPTRUST

  • Business rank: #746K

Check out their full website ➜

10. Planware - Financial Projections, Cash Flow Planning & Business Planners

  • Business rank: #890K

Check out their full website ➜

11. Diversified Members Credit Union

DMCU has been a Michigan credit union for over 85 years. Become a member of a premier local credit union by contacting us at 313-569-500 or online.

  • Business rank: #899K

Check out their full website ➜

12. Greenbush Financial Planning

  • Business rank: #1.13M

Check out their full website ➜

13. ARGI Financial Group

Click here to view ARGI Financial Group's home page. Here, you can request a consultation and learn valuable information to help you grow your assets

  • Business rank: #1.36M

Check out their full website ➜

14. Christian Fee Only Financial Planning

Guide Financial Planning is a Christian, fee-only financial planning firm in Minneapolis-St. Paul, MN that also offers virtual services.

  • Business rank: #1.72M

Check out their full website ➜

15. Simon Quick Advisors

We offer holistic financial planning solutions for affluent families, business owners and executives.

  • Business rank: #1.96M

Check out their full website ➜

16. Cascade Financial Strategies

Cascade Financial Strategies in Bend, OR. offers unbiased advice, fee-based financial planning, and socially responsible investing options, LPL, Investments.

  • Business rank: #2.08M

Check out their full website ➜

17. BeneShield Financial

Life Insurance & Retirement Planning that pay you to LIVE, Not Die.

  • Business rank: #2.22M

Check out their full website ➜

18. Fee-Only Financial Advisor and Retirement Planning in Apex, NC

Fee Only Certified Financial Planner serving Apex, Cary, Holly Springs, Fuquay-Varina, and the greater Raleigh area. Retirement planning, financial planning and investment advice.

  • Business rank: #2.29M

Check out their full website ➜

19. Lawrence Financial Planning

Lawrence Financial Planning - Westchase - Tampa Florida Our role as planners is to help you figure out where your money goes every payday, how to save for retirement, can you pay for college, how do you pay less taxes, and what is the best plan to protect your family if something happens to you. Yes, we also help with all those other decisions such as where to invest your 401k, reducing school loans, what to do with stock options, how to invest your retirement savings, and many others.

  • Business rank: #2.31M

Check out their full website ➜

20. GreenBiz Financial

GreenBiz Financial offers solar and other energy-efficient home improvement financing, as well as refinancing of your existing loan.

  • Business rank: #2.32M

Check out their full website ➜

21. Online CFP Program

We are a leading financial services company that offers education in both online and in-person format to become a (CFP) Certified Financial Planner.

  • Business rank: #3.14M

Check out their full website ➜

22. Advisors Management Group

Advisors Management Group, in WI, provides financial planning, business consulting, and tax and accounting services to businesses and individuals.

  • Business rank: #3.18M

Check out their full website ➜

23. UFC Miami – Otro sitio realizado con WordPress

  • Business rank: #3.31M

Check out their full website ➜

24. Planning Within Reach, LLC

As financial advisors in San Diego, CA, we specialize in one-time comprehensive financial plans, ESG focused investment management and tax preparation. Schedule a free review today!

  • Business rank: #3.37M

Check out their full website ➜

25. www.tobiasfinancial.com

Tobias Financial Advisors provides personalized wealth management services. We are an independent firm of fee only financial planners offering a range of services including investment management, tax planning, divorce financial advisory, planning for business owners, and retirement planning in Miami and Ft. Lauderdale.

  • Business rank: #3.56M

Check out their full website ➜

26. Ignite

Certified Financial Planner (CFP) in Seattle providing comprehensive strategies for young professionals and growing families. Ignite Financial Planning is an independent and fee-only firm.

  • Business rank: #3.62M

Check out their full website ➜

27. Strategic Wealth Partners

Strategic Wealth Partners provides wealth management solutions for affluent families and business owners. We help you make smart financial decisions throughout every stage in life. From family office services to investment and tax planning, we evolve with your changing needs.

  • Business rank: #3.64M

Check out their full website ➜

28. Home

  • Business rank: #4.04M

Check out their full website ➜

29. Mason Financial Planners

  • Business rank: #4.08M

Check out their full website ➜

30. Heritage Financial Consultants

Heritage Financial Consultants approaches the financial marketplace with a fresh perspective to help you succeed.

  • Business rank: #4.56M

Check out their full website ➜

31. Robert A. Woloshen CPA, PC

Individual tax services. Estate planning. Small business incorporation. Member of the AICPA. Member of the NATP. Call us for a free estimate.

  • Business rank: #4.78M

Check out their full website ➜

32. MJW

  • Business rank: #4.86M

Check out their full website ➜

33. Colleyville, TX CPA Firm

Ken Green CPA is a full service tax, accounting and business consulting firm located in Colleyville, TX

  • Business rank: #4.86M

Check out their full website ➜

34. Financial Peace of Mind

  • Business rank: #5.05M

Check out their full website ➜

35. Colorado Wealth Group

Comprehensive Financial Planning

  • Business rank: #5.1M

Check out their full website ➜

36. PAX

With PAX Financial Group, you get full-service advice from non-commissioned fiduciary advisors who are passionate about investing in your life.

  • Business rank: #5.29M

Check out their full website ➜

37. FInancial Planning Association of Northern California

  • Business rank: #5.32M

Check out their full website ➜

38. Garrett Investment Advisors

We are a geographically diverse group of Fee-Only financial planners, leveraging Garrett Investment Advisors headquarters’ technology and support.

  • Business rank: #5.39M

Check out their full website ➜

39. Green Financial Online

  • Business rank: #5.62M

Check out their full website ➜

40. Artemis Financial Advisors

As fee-only financial planners in Boston, MA, we provide customized financial advisory and wealth management solutions to a broad range of clients.

  • Business rank: #5.62M

Check out their full website ➜

41. Clocr

Clocr is the leading digital estate planning tool for online accounts. Create your online will, identify your executors. Secure and share your digital legacy.

  • Business rank: #623K

Check out their full website ➜

Pat Walls,  Founder of Starter Story
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