Progressive Asset Management is a national, independent financial advisor network serving individuals, families, business owners, and organizations. Its advisors provide investment management and strategic wealth planning, helping clients develop financial strategies aligned with their goals and, where desired, their values. Services support a range of needs, including beginning to invest, saving for education, planning for retirement income, and managing organizational assets.

The firm emphasizes a personalized planning process: advisors seek to understand each client’s priorities, analyze their situation, and discuss recommendations intended to address present needs and future plans in a tax-efficient manner. Progressive Asset Management also focuses on socially responsible investing (SRI) and environmental, social, and governance (ESG) considerations. It has incorporated environmental sustainability, human rights, and good governance into its investment process for three decades, giving clients the opportunity to consider values alongside investment goals.

Based in Castro Valley, California, the firm offers access to financial professionals, educational resources, calculators, and articles covering topics such as investing, savings, retirement, and tax planning.