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Recommend an Advisor for the ValuesAdvisor Platform

Have you worked with a financial advisor who has helped you align your money with your values?

We’re building a trusted network of values-aligned financial advisors — and we rely on personal recommendations from investors like you.

✅ Please only recommend an advisor you have personally worked with.

❌ We do not accept secondhand suggestions or submissions from those with a financial interest in the advisor’s business.

Your Full Name
We will not publish your name or share it externally.

Your Email Address (Required)
We may reach out with a follow-up question.

Are you a member of one of our partner groups? If so, please share the names of the group/s. You can see a complete list at:https://www.valuesadvisor.org/partners

Have you personally worked with this advisor?

What is the advisors name?

What is the advisor’s firm name?

What's the advisor's email address?

Tell us briefly about your experience with this advisor.
What kind of support did they provide? How did they help align your investments with your values?

Do you have any financial interest in this advisor’s business (e.g. you are a partner, employee, or investor)?