Make the most impact with your investments

We help you improve your standard of giving

We charge less than the industry

We offer Sustainable Investments

We donate 20%* of our revenue

Our clients are Generous People.

Generous People give back to their community

Generous People care about their environment.

Generous People have purpose

If this sounds like you, we may be the Financial Planners you've been looking for.


We offer

Who we work with

Social Entrepreneurs

Non Profits

Non Profit Donors

Charitable Individuals

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© Greater Good Financial 2020

Advisory services offered through Resources Investment Advisors, LLC. ("RIA"), an SEC-registered investment adviser.