Sustainable Wealth Advisors (SWA) is a financial planning and investment management firm based in Saratoga Springs, New York. Harry Moran is SWA's founder and has been providing financial guidance to socially conscious investors since 1988. SWA's partnership with the Impact Investing Division of Portfolio Resources Advisor Group, Inc., offers the firm the opportunity to collaborate with a dedicated group of financial professionals who also specialize in Impact Investing. Sustainable Wealth Advisors has a long-standing association with First Affirmative Financial Network, which offers a variety of resources including social and environmental research and cutting edge Sustainable Investment Solutions. With 30-plus years in the financial field, Mr. Moran has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary ®.
View Top Employees from Sustainable Wealth Advisors| Website | http://sustainablewealthadvisors.com |
| Revenue | $3 million |
| Employees | View employees |
| Address | 112 Spring St, Ste 302, Saratoga Springs, New York 12866, US |
| Phone | (518) 450-1755 |
| Industry | Finance General, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Sustainable Wealth Advisors Questions
The Sustainable Wealth Advisors annual revenue was $3 million in 2024.
Sustainable Wealth Advisors is based in Saratoga Springs, New York.
The NAICS codes for Sustainable Wealth Advisors are [52, 52393, 5239, 523].
The SIC codes for Sustainable Wealth Advisors are [628, 62].
