We help clients consciously invest their money in ways that align with their values and contribute to environmental and social progress.

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About Bill Stant

If anyone had told me 25 or 30 years ago that I would work in insurance and financial services and that I would one day be an experienced financial advisor, I would have laughed out loud. My father was in the business and had always hoped one of his sons would join him, but I always regarded what Dad did for a living with a great deal of suspicion. Now that I’ve been in the business for 24 years, I’m even more suspicious. That’s because I’ve discovered so many ways people get financial planning, investments, and insurance wrong. People buy the wrong type of investment or insurance coverage, or something they don’t need – or they buy the right type of investment or policy, in the wrong quantity.

I encourage you to review the descriptions of services on this website. If you think there may be a fit between your needs and my services, please get in touch using one of the methods below. I look forward to hearing from you.

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