The Seven Attributes of a Values-Aligned Advisor

Invest for Better is launching a series of blog posts about the important topic of finding and working with financial or investment advisors.  We are excited to share this first post, excerpted from Janine Firpo’s forthcoming book, Activate Your Money: Invest to Grow Your Values and Build A Better World (Wiley 2021).  It recommends key characteristics of an advisor who will put your values and interests first.

When you’re deciding to stay with your current advisor or to hire a new one, there are seven attributes that will help you determine whether they — and their firm — have your best interests at heart. These attributes will help you determine if they’re committed to values-aligned investing and whether they adhere to an investment philosophy that resonates with you or not. These attributes are as follows.