It’s a misconception that socially responsible investing (SRI) entails sacrificing performance. More and more people are realizing that companies in which they invest can have a significant impact on the sustainability challenges we are all facing. We help individuals, businesses and organizations stay true to their principles through investing in companies with positive impact on our world. That’s our mission.

Independent and fee-based, Aquarius Financial has no proprietary products. We serve artists, entrepreneurs, and non-profit organizations.

Investment Management and Financial Planning for Individuals & Families
Do you understand how a financial plan can encompass your dreams and passions, including everything you want to accomplish in life along with a strategy to use your resources—human and financial—to achieve it? Our passion is to help bring that idea into reality.

It’s easy to “green” your IRA, 401(k), or other investment account by investing in companies you feel good about supporting. Click here to find out how to get started building your financial future with socially conscious investing, or contact us for more information.

Mission-Aligned Retirement Plans
Now is SRI’s time to shine. Socially and environmentally responsible businesses will be a driving force in creating a more just and sustainable economy. We support mission-driven organizations by providing a retirement plan that enables your employees to invest in companies with a high degree of corporate integrity.

Non-Profits and Foundations
Many charitable organizations are struggling when it comes to aligning their investments with their broader purpose. Some of the largest have also failed their fiduciary duty in selecting and monitoring investments. We can help your organization assume a more responsible stewardship.