Put your money where your values are.
Who we are
This is who we are.
Our Values practice was built from the ground up around a simple idea: your financial advisor should help you live your values and use your money to support the causes you believe in.
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Feminist
Understanding how patriarchy shapes work, family, and financial life is essential to advising seriously on those topics.
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LGBTQ+ Affirming
Actively inclusive of all family and relationship structures. Not just "friendly" — deeply experienced with the planning nuances that matter.
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Anti-Racist
Dedicated to dismantling systemic oppression — in the financial system and beyond. We invest in closing the racial wealth gap.
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Inclusive
Committed to ongoing learning and non-judgment. If there's a way we can better support who you are, we want to know.
What we do
Investing and planning that aligns with your values
Our Values investment team brings decades of experience building portfolios and strategies for the progressive community in DC and beyond.
Signature offering
Customized Direct Indexing Portfolios
We don't just screen out the bad. We build custom portfolios stock-by-stock so your money directly reflects your beliefs — divesting from fossil fuels, private prisons, weapons manufacturers, or any industry you choose, while tilting toward companies leading on climate, labor rights, and equity. Tax-loss harvesting at the individual lot level means your values alignment comes with built-in tax efficiency.
100%
Customizable — screen, tilt, and weight by your specific values
15+
Years of experience in values-aligned portfolio management
"We don't just invest in the big companies on stock exchanges. We invest in reducing the racial wealth gap and sustainable energy."
— The Values Practice at BKFi
Social impact
We use our time and resources to make a difference.
Caring for our clients, caring for each other, and caring for the world.
Pro Bono Financial Education
We teach on a pro bono basis in community organizations that serve young people, people of color, LGBTQ+ individuals, and others who may not have access to high-quality financial guidance.
Pro Bono Investment Management
We provide pro bono investment advice and portfolio management to select non-profit organizations fighting for a better world.
Giving Back Is Built In
Our team doesn't just talk about impact — we structure our practice around it. A meaningful share of our firm's profits go directly to organizations working on the front lines of social justice, human rights, and community development.
Community Roots
We work personally in our communities and actively support organizations fighting for change. If you have causes you care about, we'd love to learn about them — your passions inform how we advise.
How it works
Getting started is straightforward
Every relationship begins with understanding your values, your goals, and your financial picture.
01
Discovery Call
A free 20-minute conversation. We learn about your situation, your values, and what you want your money to do. You learn whether we're the right fit.
02
Organize and Plan
We collect your full financial picture, define your values framework, and build a comprehensive plan that connects your money to your life vision.
03
Invest and Grow
We implement your custom portfolio, coordinate your tax and giving strategy, and manage it all year-round — adapting as your life and the world evolve.
Financial planning you feel good about.
Talk to our Values team. We'll learn about your goals and show you what values-aligned planning really looks like.
Book Your Discovery Call →