First Affirmative Financial Network, LLC

  • 5 Penn Plaza, 23 Floor
    New York, NY 10001 (map)
  • (888) 596-0353

Credentials (view details)

  • Licensed in NY – Validate
    Accountant, Certified Public – 056859-1
  • DOJ Smart Search verified
  • License verified
  • Email verified
  • Thumbtack reviewed
  • Bronze member

Financial Advisor - Sustainable & Responsible Investing - CPA

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First Affirmative Financial Network, LLC • New York, NY

  1. You'll be asked a few quick questions that will help describe your needs.
  2. You'll be asked to provide your contact information so that Gary Matthews will be able to get in touch with you.
  3. You'll have the option to get competing quotes from other qualified service professionals, saving you time and money.
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I specialize in sustainable investment strategies for socially and ecologically conscious people and organizations - wealth management for the good of people and the planet.

I take care to build trusted relationships with my clients. I know that your dreams, goals and values are all part of your relationship with money, and if you are like most, that relationship has its ups and downs. I have 30 years of experience providing personal, professional financial advice that will see you through good times and challenging times.

At First Affirmative, we design customized sustainable portfolios that are tailored to realize your and your organization's financial goals - education funding, retirement planning, estate preservation and endowment growth and preservation. They are also tailored to match your personal values and social concerns - fair trade and fair compensation, equal and just labor policies for women and minority groups, clean air, alternative energy, water preservation, organic farming, animal protection and spreading peace.

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Question and answer

Q. What advice do you have for a customer looking to hire a provider like you?

A. Meet with the advisor and have a conversation about what you are looking for. Does the advisor listen well and respond specifically to your concerns? Do you trust this person? Is this advisor not only a competent financial professional, but also personally committed to sustainable and responsible investing?

Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?

A. Sustainable and responsible investing is where the entire financial advisory profession is going. Above all, I want to educate my clients about why sustainable and responsible investing is profitable for the long-term investor, and why it is "wealth management for the good of people and the planet."

Q. What questions should a consumer ask to hire the right service professional?

A. Ask about the advisor's commitment to you. Ask about the advisor's process - how s/he works with clients. Ask about fees, and how those fees are invoiced. Ask about the advisor's experience. Ask about the advisor's commitment to sustainable and responsible investing. Ask yourself - do I trust this person?

Q. What important information should buyers have thought through before seeking you out?

A. Before you engage an advisor, think about what you want to accomplish with your money. What kind of return do you wish to earn? How much risk are you willing to take to earn that return? Beyond your financial objectives, what social and environmental values do you want to encourage and facilitate through your investments?

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