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helping people and institutions grow community wealth
Community investing is our heart and soul. We provide access to all and investment options that have social and financial returns so communities can thrive.
Revalue is a Certified B Corporation® (certified October 2018, recertified April 2025). B Corp Certification is administered by B Lab, a nonprofit organization, and evaluates a company's social and environmental performance, governance, and transparency. Certification criteria and methodology are available at bcorporation.net. B Corp Certification does not evaluate investment advisory services, investment performance, or the suitability of any investment strategy. Revalue pays standard certification fees to B Lab; no other compensation is provided.
Explore our services designed to align your investments with what truly matters
We use second-level thinking and a complete view of wealth and capital to help us and our clients discern what actions to take. We are actively moving barriers to capital access.
Life is messy! We treat people and the planet with humility, respect, non-judgement, and compassion. We meet people where they are - bridging barriers and cultivating safety.
We treat Revalue as its own sovereign entity. Its voice calls us to build an autonomous place for your voice and impact for the collective good. We honor leadership and community in equal parts.
We embrace a healing environment over hustle. Supporting people in their well-being is the most important investment we can make.
Meet our team of dedicated financial advisors
About UsWe build regenerative portfolios for all. We help people align their money with what matters; through financial planning, education, and values-based investing.
Revalue is a member of the Financial Planning Association (FPA). FPA membership indicates participation in a professional organization for financial planning professionals and does not constitute an endorsement of our investment advisory services or investment performance. Revalue pays annual membership dues to FPA; no other compensation is provided.
Revalue is a member of the National Coalition for Capital (NC3). NC3 membership indicates participation in a network focused on community capital and does not constitute an endorsement of our investment advisory services or investment performance. Revalue pays annual membership dues to NC3; no other compensation is provided.
Revalue is affiliated with the Center for Financial Planning (CfPA). CfPA affiliation indicates participation in professional initiatives supporting the financial planning profession and does not constitute an endorsement of Revalue’s investment advisory services or investment performance. No other compensation is provided.
We’ve educated thousands of people globally on ethical investing.
Explore our partners and values-based investing resources.
Contact Us to invite our team to speak at your next gathering.
