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Financial Planning


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Financial Planning


Plan for The Future 

At Earth Equity Advisors, we believe that a financial plan is integral to your long-term financial success.  We help plan out your retirement goals and consider the future you want for the planet and the world.  We work with other professionals to implement your estate plan.  We understand the changing needs when it comes to planning for your children or grandchildren's education.  We get to know you and make suggestions for better risk management.  Financial Planning is important, and having a trusted partner who shares you values and listens to your vision makes it easier.  Contact us for your free consultation. 

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Investment Management


Investment Management


Earth Equity Advisors manages millions of investment dollars for our clients. 

You want someone you can trust to manage your investments.  At Earth Equity Advisors, we believe that shared values build trust.  

  • Our clients are Individuals. We help them invest both their taxable and retirement accounts.
  • Our clients are Trusts. We help clients manage their trust and estate assets.
  • Our clients are Non-Profits. We help non-Profits, charities and foundations to manage their investments in alignment with their missions.
  • Our clients are Businesses. We help small businesses craft custom retirement plans to maximize their retirement savings and minimize taxes.

We offer a free investment consultation.  Contact us today to get started. 

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Green Sage Sustainability Portfolio


A Fossil-Fuel-Free Investment Portfolio

Managed by Earth Equity Advisors

Green Sage Sustainability Portfolio


A Fossil-Fuel-Free Investment Portfolio

Managed by Earth Equity Advisors

Our Signature Fossil-Fuel-Free Equity Portfolio

The Green Sage Sustainability Portfolio, whose name is inspired by a fellow Asheville-based visionary company, is designed to give clients the opportunity to truly invest in a sustainable future - to use their money to be changemakers. We could not find an investment alternative that proactively invested only in this manner - most were only excluding polluters and other offenders. We believe that money is energy, and when you focus on positivity, searching for what you want as opposed to what you don't want, you have a greater opportunity to change the world!

The portfolio consists of a diversified mix of 30-40 global stocks. Companies that manufacture sustainable products, provide sustainable services or have sustainability as a core of their business.  From alternative energy to water technologies, energy efficiency to green building, this portfolio covers the businesses we believe will make a difference.

We believe in empowering our clients to be changemakers with their investment dollars.

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Fossil-Fuel-Free Investing


Invest with your Values

Fossil-Fuel-Free Investing


Invest with your Values

Divest & Reinvest

Earth Equity Advisors offers clients the opportunity to invest without owning fossil fuel companies. Over the past several years, there has been a major push to Divest from fossil fuel stocks - coal, oil and gas exploration, excavation and transmission.

Why would an investor want to divest from fossil fuels?

  • To align their investments with their values®
  • To shape public policy & discussion and to limit influence by well-funded energy companies
  • To potentially reduce their financial risk from energy price fluctuations and stranded assets
  • To reallocate to more sustainable companies

The idea of Divest/Reinvest works very well with our Green Sage Sustainability Portfolio. We have worked with institutions as they have divested from fossil fuels and provided a vehicle to invest in forward-looking sustainable companies through this portfolio.

In addition, we offer diversified mutual fund portfolios that are fossil-fuel-free:

  • Global Equity
  • Conservative
  • Balanced
  • Aggressive
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Non-profit Fund Management


Non-profit Fund Management


Invest with Your Mission

At Earth Equity Advisors we believe in the importance of aligning your endowment investments with your mission.  Non-profits, charities and foundations have special investment needs.  We work with staff, boards and finance committees to develop investment policy statements and customized portfolios so your endowment is in harmony with your organization's mission.  Contact us for a free consultation. 

Click here for a report on Unleashing the Power of Foundation Endowments .

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Custom Business Retirement


Custom Business Retirement


Retire with Your Values

We believe that small businesses deserve quality retirement plans too.  As a small business ourselves, we understand that your retirement plan needs are unique.  So, we help you to choose and customize the right plan to maximize your retirement savings opportunities. All for a reasonable cost...and with a conscience.  Learn More...

Contact us for your free consultation.