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Values Added Financial helps progressives build financial lives they feel good about by aligning wealth with social impact goals. They provide financial planning and investment advisory to choose a social-impact strategy, including avoiding problematic industries, using ownership to influence companies, impact investing, and investing in change. They begin with a one-hour introductory meeting to assess fit, with pricing information available and an option to sign up for their newsletter.
AI named Values Added Financial in December 2025.