Welcome to the Partner Resource Hub
We're so glad you're here.
Today’s investors — from individuals to institutions — are asking a powerful question:
What is my money making possible?
They want to build wealth and a better world — and they deserve advisors who can help them do both.
ValuesAdvisor makes that possible.
This mission-driven platform gives you access to vetted financial advisors who align investment strategies with their values — financial, social, and environmental.
You'll Find Inside
Everything you need to introduce ValuesAdvisor to your members with clarity and impact.
ValuesAdvisor: What and Why it Matters
Ready-to-Use Assets – Social media posts, logos, and more
Tip: Bookmark this page so you have everything you need on hand.
Find Your Access Code
Use the button below to get free access code—normally $250 per person. Or visit valuesadvisor.org/createaccount for quick, easy access.
What is ValuesAdvisor and Why It Matters
Today’s investors — individuals, families, and institutions — are asking bigger questions:
What is my money doing?
Is it aligned with our mission and values?
Is it creating the impact we want to see in the world?
ValuesAdvisor puts those questions front and center.
This mission-driven platform offers you access to a vetted network of values-aligned financial advisors — professionals who understand that money is more than a number. They listen deeply, respect your priorities, and know how to turn both financial and social goals into action.
Every advisor on the platform has experience in impact and values-aligned investing — and has been recommended by seasoned investors who care about more than returns.
Using simple filters, members can explore and find the advisor who fits their goals — on their terms. Whether someone is activating a total portfolio or just getting started, ValuesAdvisor makes it easy to move from intention to action.
Fiscally sponsored by RSF Social Finance, a non-profit, this service is completely free for you through your organization's partnership.
Because everyone deserves an advisor who sees the world they want to build — and helps them get there.
Content to Share about ValuesAdvisor
Short Version (for social media or quick blurbs):
You don’t just want a financial advisor— you want one who aligns with your goals and your values.
ValuesAdvisor is a platform built by investors, for investors who are done compromising. Use simple filters to explore a vetted network of values-aligned financial advisors — and find the one who fits your priorities, on your terms. Build wealth and create the kind of impact that matters to you.
Thanks to your membership, your access is free — a $250 value. Start finding the right advisor today.
Longer Version (for email, newsletters, etc.):
Stop settling when it comes to your investments.
You’re not just building wealth — you’re advancing a mission, driving change, and working toward a better future. And you deserve an advisor who can help you do all of that, with clarity and purpose.
ValuesAdvisor is a platform built by investors, for investors who are done compromising. Use simple filters to explore a vetted network of values-aligned financial advisors — professionals who understand how to align both financial and social goals.
Thanks to your membership, you get free access (a $250 value). Find the advisor who understands your vision — and helps you bring it to life. Get started today.
WHAT IS VALUESADVISOR?
ValuesAdvisor is a curated, intuitive matchmaking platform that helps foundations, family offices, endowment managers, and individual investors identify investment advisors who align with their values.
It supports a range of approaches—from total portfolio activation to divest-invest strategies and active ownership—and offers a useful tool for benchmarking existing advisor relationships. There’s no cost or obligation to use the platform, and it is not pay-to-play; all advisors are vetted and client-recommended.
HOW ARE THE ADVISORS VETTED
To be eligible for the ValuesAdvisor platform, advisors must:
- Be recommended by a member of a ValuesAdvisor Partner.
- Have approximately 25% or more of assets under management be values aligned.
- Have a minimum of three years of experience offering values aligned investment services.
HOW IS VALUESADVISOR DIFFERENT?
ValuesAdvisor is a mission-driven platform that helps you find advisors who align with your values—especially around impact and purpose-driven investing.
Unlike other platforms, advisors aren’t featured based on advertising or sponsorship. Every advisor is carefully vetted for experience in values-aligned investing and included based on quality and fit.
Backed by RSF Social Finance, its nonprofit fiscal sponsor, ValuesAdvisor is built to support informed, intentional investing.
IS OUR DATA SAFE?
Yes. ValuesAdvisor only collects email addresses and never shares them with advisors or third parties. Investors stay in control—always.
Need a custom graphic ? Just reach out to kate@valuesadvisor.com—we’re happy to help. To download any of the images below, simply click on the one you’d like to share about ValuesAdvisor.
Logos
.png "ValuesAdvisor tagline (800 x 200 px)")
.png "ValuesAdvisor Social 2")
Social Media
.png "ValuesAdvisor Social 4")
Other Helpful Resources
We’re committed to helping people align their investments with their values and find advisors who truly understand what matters to them.
Below are a few blog posts designed to support investors at every stage of their financial journey. Feel free to share them or use them as inspiration. Together, we’re building a world where everyone feels seen, supported, and confident in using their money for impact.
-
5 Questions to Ask Your Advisor About Values-Aligned Investing
-
How to Reach Out to a Financial Advisor: A Simple First Step
- How to Find to a Values Aligned Advisor with Confidence
We’re partners in this—and we’re here whenever you need us! If you would like set up 1:1 time with our Head of Outreach, Kate Simpson, please go here.