Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better. We focus on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time. We are committed to feminism, economic equality, and other areas of justice and social change. If you happen to share these values or have other closely held ones, it is important to find someone who understands them and can help you apply them to these topics. To learn more, visit: http://valuesaddedfinancial.com/ To connect and see if we are a fit, schedule an introductory call here: https://calendly.com/zteutsch/15 Values Added Financial, LLC is an investment advisor registered to do business in the District of Columbia, New York, Texas, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of information on this platform shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
| Website | http://valuesaddedfinancial.com |
| Employees | 10 (7 on RocketReach) |
| Founded | 2017 |
| Address | 1323 Shepherd St NW, Washington, District of Columbia 20005, US |
| Phone | +1 202-599-0915 |
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| Industry | Financial Services |
| Keywords | Financial Advice, Financial Planning, Financial Consulting, Wealth Management, Financial Security, Financial Wellness, Investment Planning, Values Based Investing, Financial Freedom, Retirement Planning, Impact Investing, Estate Planning, Sustainable Investing, Tax Planning, Responsible Investing, Ethical Investing |
| Competitors | Bank of America, Fidelity Investments, Vanguard, Schwab Advisor Services, T. Rowe Price, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Betterment, Wealthfront, Personal Capital +36 more (view full list) |
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7 people are employed at Values Added Financial.
Values Added Financial is based in Washington, District of Columbia.