Just Wealth is a financial planning and investment advisory firm focused on helping clients pursue their financial goals while aligning their money with their values. Its approach connects personal financial planning with a vision for a more just economy, supporting clients as they build, use, and redistribute wealth for what matters to them.

The firm’s financial planning services include clarifying goals, reviewing cash flow, debt, insurance, investments, and estate planning documents, and developing an adaptable plan. Just Wealth also helps clients establish, manage, and distribute Donor Advised Funds and other charitable accounts, working with philanthropic advisors, giving coaches, and tax professionals when appropriate.

For investment management, Just Wealth uses research-based strategies and emphasizes low-cost investments diversified across asset classes and geographic regions. Accounts may include taxable brokerage, retirement, and trust accounts. Its broader planning conversations can address combining finances with a partner, education and career decisions, relocation, and home buying.