Sunnybranch Wealth LLC
I started Sunnybranch to fill a much-needed gap in the wealth management space. Although “impact investing,” “socially-responsible investing,'' and “ESG” are popular buzzwords, Sunnybranch takes a deep dive into what impact means to you.
Sunnybranch is an independent, fee-only firm that works with clients who want to deepen their impact in the world through every aspect of their finances - from financial planning to investments and charitable giving. My work is grounded in a deep consideration of equity issues and a firm commitment to progressive causes. I’m eager to serve individuals and families who want to be part of shaping a better world for all.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.