Our Story

Our mission is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.

 

We provide this through comprehensive financial planning, investment management, education and proactive service which exceed expectations.

Our Experience

In addition to serving their own clientele, Michael Rautiola and Adam Finch were employed in the advanced financial planning department of a national independent broker/dealer financial services firm. They provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. They are also licensed in life, health and disability insurance.

Michael, Adam and Matthew Bowden all hold the CERTIFIED FINANCIAL PLANNER™ certification. This certification is earned by planners who have successfully met stringent requirements encompassing Education, Experience, Ethics and Examination. Click these links to learn more about the CERTIFIED FINANCIAL PLANNER™ Certification and the CFP® Consumer Guide to Financial Planning.

Values Based Investing

Morally Responsible Investing

MRI focuses your investments on companies doing business in a way that emphasizes high moral character. MRI screens eliminate investment in firms that profit from or support abortion, pornography, alcohol, firearms or weapons of war, tobacco, entertainment, rights, or lifestyle. The screening is flexible, so we can be selective on companies or funds to avoid. We then look for suitable replacement companies by conducting research on the practices, history, and affiliations of potential portfolio companies or funds to ensure they reflect your values and priorities.

 

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Socially Responsible Investing

SRI integrates your personal values and societal concerns with your investment decisions. SRI focuses on your financial needs and goals while also carefully considering the impact of your investments on society. Practically speaking, we build a portfolio for you and then screen components of the portfolio to eliminate certain companies or funds based on your values and concerns. After that, we seek replacements looking for companies that embrace sustainable practices, environmental stewardship, racial and gender equity, fair labor practices, human rights, consumer and employee protection, and other factors you would like included.

 

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