Investry is your sanctuary for sustainable wealth.
We work with individuals and families through the holistic financial planning process, specializing in aligning your investments with your values.
Environmental, Social, & Corporate Governance (ESG) screening not only makes you feel better about the impact of your capital on the world, but can also help uncover material financial risks.
As an independent fee-only advisor, we accept neither commissions for selling financial products nor referral fees for services provided by professionals we recommend. Our incentives align with your interests: to protect and grow your wealth, and in a manner which refreshingly feels right.
Let's get started by generating a sustainable diagnostic report for you!