AIO Financial is an independent, comprehensive, fee-only financial planning firm. We specialize in Sustainable, Responsible, Impact Investing (SRI). We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
SRI is an investment strategy seeking to maximize both financial return and social good. AIO Financial has extensive experience in SRI, also known as: Environmental, Social, Governance (ESG) investing; socially conscious; sustainable; ethical, impact and socially responsible investing. You can use ESG factors in your investment decisions without sacrificing return on your investments.
We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing.
Our fee is based on the assets that we manage. We we work with clients virtually throughout the world. We often travel to visit non-local clients throughout the year.