As of 2012, Ecolibrium Financial Planning, a Registered Investment Advisory firm of Greg Pitts, based in Ithaca, New York has become an integral part of Natural Investments, LLC, a noted national firm of 10 advisors, offering fee-only financial planning, and investment advice and management for an on-going asset based fee.
I work with individuals, families and small businesses who are interested in integrating their finances with their values. Unlike some other financial advisors who sell products for commissions, I provide my clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest. I am compensated by and work solely for my clients.
My goal is to help you gain a balanced and secure personal financial future by integrating your values with your financial goals. Through this work I strive to bring peace and clarity to your financial planning process. With a practical, achievable financial plan in place, the energy spent worrying about your personal finances can be redirected into more productive areas in your life.
Investment advice and management. In addition to hourly financial planning, I offer on-going advice and management of investment assets for a fee. Fee-only means compensation comes solely from you and so the advice is not influenced by, or limited to, any particular financial products. Hourly, Fee-Only financial planning. Whether you are just starting out or planning to retire, you can benefit from hourly, fee-only financial planning. I work with people from all walks of life who seek guidance on an as needed basis in any or all of the following areas of personal finance:
Or... if you are not exactly sure of what you’re looking for, contact me and I’ll see how I can help.
Socially Responsible Investing (SRI): Are there investments you want to avoid for philosophical reasons? Are you interested in investing in companies that recognize their responsibility to act as ethical players in society and in the environment? Do you want to find ways to invest in your community? Many clients are interested in making a positive impact with their investments. As a member of the First Affirmative Financial Network, I specialize in socially responsible investing and welcome the opportunity to explore SRI with you. More...
A fiduciary is looking out for your best interests. Many “financial advisors” do not have the obligation to provide advice that is in your best interest. We believe that you should expect the advice you’re receiving to be objective. Is your financial advisor a fiduciary? As a member of the Garrett Planning Network I adhere to the CFP Board Code of Ethics and Practice Standards and the National Association of Personal Financial Advisors Fiduciary Oath.
A commitment to sustainability. As a business operating on an interconnected and fragile planet I am committed to the practice of sustainable business. I constantly strive to reduce the size of our footprint on the planet while increasing the positive impact we have in our community and in society.
Contact me today for a complementary, no-obligation get-acquainted meeting to see how I can help you gain a balanced and secure financial future.
