Find a financial advisor who understands your values
Long version
When it comes to managing your money, there’s more to consider than just the bottom line. In addition to building wealth or reaching goals, investing allows you to match your dollars with charitable causes or principles in line with your values.
Whether your focus is on protecting the planet, aligning with your faith or giving back to your community, a financial advisor who understands your values can help you build a portfolio that reflects what matters to you.
Know what you stand for
Before searching for a financial advisor, take a moment to reflect on your own values. Are you passionate about sustainability? Do you want your investments to avoid companies that conflict with your faith? Is charitable giving something you want to incorporate into your financial strategy?
Make a list of your top priorities. Knowing what drives you can make it easier to find a financial advisor who understands and respects your vision.
Do your homework
Next, look for financial advisors who focus on values-based investing. Terms like “socially responsible investing” (SRI), “faith-based investing,” “impact investing” or “ESG” (which stands for environmental, social and governance) are good keywords to help your search.
Browse financial advisor websites and check their credentials. Some may highlight their experience with sustainable funds, faith-aligned investing or philanthropic planning. Look for signs that they are comfortable helping clients align their investments with their personal values.
Ask the right questions
Schedule a few introductory discussions, either in person or remotely. These chats are your chance to learn more about how the financial advisor works and whether they’ll be a good fit.
Ask about their investment approach:
- Do they offer portfolios with a focus on ESG or faith-based filters?
- Have they worked with clients with similar values to yours?
- How do they assess charitable giving strategies or donor-advised funds?
- Do they understand the tax considerations associated with charitable giving?
Listen closely to the questions they ask of you. Are they interested in what matters to you? Do they understand your values and priorities?
Also, consider their communication style. Will they keep you updated regularly? Are they open to collaboration when you want to adjust your plan?
Trust your instincts
Choosing a financial advisor is a personal decision. Beyond their professional qualifications, you want someone who listens well and respects your goals. Meet with several financial advisors before making your choice. The right person will make you feel understood and supported, both financially and personally.
Ideally, you and your financial advisor will forge a relationship that spans changes and milestones throughout your life. As details of your financial strategy change, you'll still want to hold onto your values in your investments.
Investing with purpose
Whether you’re hoping to reduce your carbon footprint, stay true to your faith or make the world a better place through giving, you don’t have to choose between your values and your financial future. There are many financial advisors who can help you do both.
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This content was provided by Edward Jones for use by (FA’s NAME), your Edward Jones financial advisor at (Branch address or phone#). Edward Jones|Member SIPC
Number of words: 491
Short version (radio/print/online)
For many people, investing isn’t only about building wealth and reaching financial goals. It’s about helping ensure their dollars support charitable causes and principles that align with their values.
A financial advisor who understands your values can help you build a portfolio that reflects what matters to you. Look for a financial advisor who offers what is called values-based investing. If searching online, your keywords might be something like “socially responsible investing,” “faith-based investing” or “impact investing.”
When browsing financial advisor websites, check their credentials. Some advisors may highlight their experience with sustainable funds, faith-aligned investing or philanthropic planning.
After narrowing your list, schedule an introductory discussion — in person or remotely. Don’t hesitate to meet with several advisors. The right person will make you feel understood and supported, both financially and personally.
Taking the time to find someone who understands and respects your vision can help you feel confident your investment strategy can align with your personal beliefs.
This content was provided by Edward Jones for use by (FA’s NAME), your Edward Jones financial advisor at (Branch address or phone#). Edward Jones|Member SIPC.
Number of words: 158 (excluding FA’s name, address/phone number)