42 Trending Green Financial Planning Businesses [2023]
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 ➜
Hey! 👋 I'm Pat Walls, the founder of Starter Story.
Get our 5-minute email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies.