What We’re About

We are a bunch of pragmatic idealistic finance geeks who believe that there is a better alternative to traditional financial services. We help uncover and strengthen the connections between our customers, their values, their wealth, and their community. Our core purpose is to provide innovative financial services that empower humanity to foster a reality founded in conscious capitalism and a world of abundance for all.

Our Core Values

  • Second-level thinking: We strive to balance ideology with reality. Awareness, flexibility, and open-mindedness are key, especially in times of change.
  • Respect: We say please and thank you, show up on time, and finish what we start.
  • Commitment: We feel a deep responsibility towards our community and our planet. We pledge to do what we say and stand by our people, regardless of the ups and downs.
  • Trust: We value relationships. We believe and act in transparency. We eat our own cooking.
  • Service: We serve the people and planet through humility, objectivity, non-judgement, and compassion.
  • Growth: We nurture and celebrate personal and professional growth.

Meet Our Team

  • Angel Barbash

    Angela Barbash Principal

  • Pavan Muzumdar

    Pavan Muzumdar, CFA, Principal

  • Eric Davis

    Eric Davis Principal

  • Clara Balliet

    Clara Balliet Operations Manager