Investing Achiever in the Social
Investment Forum 1% For Community campaign since 2002. Calvert
Foundation Advisor of the Year in 2004. Learn more!
(Network Services Member)
Socially responsible sustainable green investment
Goodfunds Wealth Management serves individuals, families, foundations, and
endowments by providing state-of-the-art green sustainable responsible investing (SRI) services. Since 1986, we have specialized helping citizens and
participate in SRI strategies.
Services are professionally and competently coordinated using a seasoned team
and network that includes money managers, mutual funds, proxy vote services, shareholder
advocates, donor advised funds, pooled community investing, financial planners, tax
advisers, and estate planning specialists.
Recent academic and institutional
studies show that by integrating
sustainability, responsibility, and transparency criteria, prudent
investors can gain an advantage in the management of attractive
Live and act according to your deeply held values.
Remember the natural world and learn from it.
Recognize interconnectedness, interdependence, and social responsibility.
Support a peaceful fair economy that values and respects all peoples and ecological processes.
Support human rights through tolerance, diversity, and community.
Protect and participate in political and economic
Yes there are two paths you can go by
But in the long run
There's still time to change the road you're on.
Jimmy Page / Robert Plant 1971
There are a lot of words on business cards these days. But the real essence of financial planning
and investing is about smart, meaningful conversations. It is about guiding you
or your organization through an ongoing process to keep your resources
aligned with goals and values.
Some people find it challenging to navigate all by themselves, the
ever-changing economic and financial landscape. By taking advantage of our experience, resources, and
services, people are more likely to maintain a financially sound foundation while
stewarding their resources. Please visit the contact &
info page to easily get in touch with us.
State Registration Notice
Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is limited to individuals residing in states in which Eric A.
Smith is FINRA and/or SEC Registered or exempt. Eric A. Smith is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a
FINRA member firm securities licensed in all 50 states. This office through Eric A. Smith, is registered for securities business with residents of:
CA, HI, ID, NY, OR, WA. Likewise, fee-based advisory services are available to the residents of:
CA, HI, ID, NY, OR, WA. By proceeding further you acknowledge that you have read the
disclosures above and that you are a resident in a state in which Eric A. Smith is registered to