Mandala Financial Advisors LLC
Our clients value personal wellness and growth. It may be through their career, on the trail, or while volunteering at the local food pantry. They understand positive change often isn’t achieved alone. That’s where we come in. Our advisors serve as personal trainers for our clients’ financial wellness and growth.
The financial systems of our society are complicated and can leave us feeling stressed. But these systems are manageable. Engaging our clients in digestible portions of thoughtful planning, education, and coaching are key to their achieving financial goals. It’s an ongoing process that evolves with their life circumstances. We see our clients become ever more confident and grounded as they integrate healthy financial habits and understanding into their lives. Seeing this positive transformation is what recharges us.
Our clients are also lifelong learners who care about a world beyond themselves. They want to make a positive difference. That’s our passion, too. We introduce our clients to impact investing – investing for profit AND for positive environmental and social change. We dispel the myth that investing for positive impact means earning less. Financial returns on impact investments often exceed those of traditional investing. We are committed to keeping our clients on the forefront of this rapidly evolving approach to investing.
We use a collaborative relationship approach, embrace what makes each client unique, and deliver personalized advice. Our firm was founded on values of integrity, openness, and inclusiveness. Cultural differences are celebrated, not ignored. We are committed to regular reviews of the firm’s policies and practices through a lens that addresses systemic racial injustice in pursuit of equality.