Investry is your sanctuary for sustainable wealth.

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We work with individuals and families through the holistic financial planning process, specializing in aligning your investments with your values.

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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.

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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.

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Let's get started by generating a sustainable diagnostic report for you!