42 Trending Green Financial Planning Businesses [2024]
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
Where they're located: Los Angeles, California, USA
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.
Where they're located: Los Angeles, California, USA
Website traffic: 1.11M/month
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
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.
Where they're located: Los Angeles, California, USA
6. Facet Wealth
Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.
Where they're located: Baltimore, Maryland, USA
Website traffic: 60K/month
7. Financial Planner World
Interested in a career as a financial planner or advisor? Here's what you need to know.
Where they're located: Virginia Beach, Virginia, USA
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.
Where they're located: Portland, Oregon, USA
Website traffic: 80K/month
9. CAPTRUST
Where they're located: San Antonio, Texas, USA
10. Planware - Financial Projections, Cash Flow Planning & Business Planners
Where they're located: Языльский сельский Совет, Minsk Region, Belarus
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.
Where they're located: Detroit, Michigan, USA
12. Greenbush Financial Planning
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
Where they're located: Hollywood, Kentucky, USA
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.
Where they're located: Minneapolis, Minnesota, USA
15. Simon Quick Advisors
We offer holistic financial planning solutions for affluent families, business owners and executives.
Where they're located: Denver, Colorado, USA
16. Cascade Financial Strategies
Cascade Financial Strategies in Bend, OR. offers unbiased advice, fee-based financial planning, and socially responsible investing options, LPL, Investments.
Where they're located: Portland, Oregon, USA
17. BeneShield Financial
Life Insurance & Retirement Planning that pay you to LIVE, Not Die.
Where they're located: San Jose, California, USA
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.
Where they're located: Raleigh, North Carolina, USA
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.
Where they're located: Tampa, Florida, USA
20. GreenBiz Financial
GreenBiz Financial offers solar and other energy-efficient home improvement financing, as well as refinancing of your existing loan.
Where they're located: San Diego, California, USA
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.
22. Advisors Management Group
Advisors Management Group, in WI, provides financial planning, business consulting, and tax and accounting services to businesses and individuals.
Where they're located: Denver, Colorado, USA
23. UFC Miami – Otro sitio realizado con WordPress
Where they're located: Miami, Florida, USA
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!
Where they're located: San Diego, California, USA
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.
Where they're located: Virginia Beach, Virginia, USA
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.
Where they're located: Seattle, Washington, USA
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.
Where they're located: Cleveland, Ohio, USA
28. Home
Where they're located: Tulsa, Oklahoma, USA
29. Mason Financial Planners
Where they're located: Virginia Beach, Virginia, USA
30. Heritage Financial Consultants
Heritage Financial Consultants approaches the financial marketplace with a fresh perspective to help you succeed.
Where they're located: Baltimore, Maryland, USA
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.
Where they're located: New York, New York, USA
32. MJW
Where they're located: Indianapolis, Indiana, USA
33. Colleyville, TX CPA Firm
Ken Green CPA is a full service tax, accounting and business consulting firm located in Colleyville, TX
Where they're located: Fort Worth, Texas, USA
34. Financial Peace of Mind
Where they're located: Memphis, Tennessee, USA
35. Colorado Wealth Group
Comprehensive Financial Planning
Where they're located: Colorado Springs, Colorado, USA
36. PAX
With PAX Financial Group, you get full-service advice from non-commissioned fiduciary advisors who are passionate about investing in your life.
Where they're located: San Antonio, Texas, USA
37. FInancial Planning Association of Northern California
Where they're located: Sacramento, California, USA
38. Garrett Investment Advisors
We are a geographically diverse group of Fee-Only financial planners, leveraging Garrett Investment Advisors headquarters’ technology and support.
Where they're located: San Francisco, California, USA
39. Green Financial Online
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.
Where they're located: Boston, Massachusetts, USA
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.
Where they're located: Austin, TX, USA
Current team size: 29
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
