ESG & SRI Investing

Sustainable & Responsible Investing

At Falcon Wealth Planning, our team of experienced CERTIFIED FINANCIAL PLANNER® professionals (CFP®) are committed to helping you align your investments with your values through Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI). With decades of combined experience, our advisors specialize in creating tailored investment strategies that not only promote positive social impact but also work toward your financial goals.

Our dedicated team of financial advisors have extensive experience in managing ESG and SRI portfolios, helping clients invest in ways that reflect their core beliefs. Whether you are looking to reduce your carbon footprint or invest in companies with strong governance, our team will create a personalized strategy that aligns with your values and financial objectives.

At Falcon Wealth Planning, we understand that your financial goals are unique. Our comprehensive approach to financial planning includes not only ESG and SRI investing but also tax-efficient strategies, retirement planning, and estate planning, ensuring your entire financial life is considered.

Decades of Expertise in ESG and SRI Portfolio Management

Why Choose ESG and SRI Investing?

More than ever, investors are seeking ways to ensure their portfolios reflect their ethical and moral values. ESG and SRI investing provide a way to invest in companies that prioritize environmental sustainability, social responsibility, and sound corporate governance. By integrating these factors into your portfolio, you can have confidence that your investments are working to create a better world while delivering long-term financial returns.

  • Clients can easily find and select sustainable funds that match their individual preferences and investment objectives.

  • Falcon believes that sustainable investing presents significant opportunities for alpha generation.

    By focusing on companies that prioritize sustainability, investors can potentially enhance returns while also participating in engagement and impact investing initiatives.

  • Falcon offers a range of screened funds that exclude controversial activities and companies based on defined baseline screens.

    This approach applies to both actively managed and indexed funds, ensuring consistency in the exclusionary criteria.

  • This strategy supports investments with explicit environmental, social, and governance (ESG) objectives.

  • Falcon’s thematic investing strategy focuses on long-term trends rather than specific companies or sectors. By targeting particular ESG themes—such as climate change, social justice, or corporate governance—investors can capitalize on transformative industry shifts.

  • Falcon emphasizes generating measurable and tangible sustainable impacts alongside financial returns.

    Our impact investing strategies are designed with the intention of creating positive environmental and social outcomes.

Key Features of Falcon’s Sustainable Investing Framework

Why Falcon Wealth Planning?

A fee-only, true fiduciary: We are fully committed to putting your best interests first, with no commissions or hidden fees.

  • Comprehensive Strategies: Falcon’s approach to sustainable investing incorporates a wide range of strategies, including active and indexed investments, tailored to meet the diverse needs of clients.

  • Customized financial plans: Our advisors take the time to understand your goals, creating personalized investment strategies that reflect both your values and your financial aspirations.

  • Decades of combined experience: Our team brings together years of expertise in managing ESG and SRI portfolios, offering informed guidance in this growing area of investing.


Ready to Get Started?

Fill out the form below to schedule your free financial assessment and learn how you can incorporate ESG and SRI investments into your financial plan. Whether you’re new to socially responsible investing or looking to refine your current portfolio, our expertise will ensure your investments align with your values and financial goals.

*Content on this page is for general informational purposes only and does not constitute personalized financial, investment, tax, or legal advice. Falcon Wealth Planning, Inc., a fee-only, true fiduciary, registered investment advisor, provides this information to offer a broad understanding of financial concepts and strategies.This information is not tailored to individual needs. Consult a qualified professional before making any financial decisions.