OUR SERVICES
We offer fee-only values-aligned financial planning, investment design and management, risk management and estate planning.
Values
Our services are based on a values-oriented philosophy, and are designed to help each client identify and explore the values they want to incorporate into their financial life. We design financial plans that honor and incorporate those values, and support the life you want to live and the world you want to live in.
Arista Advisory Group, LLC, (AAG) is a fee-only, fiduciary, independent financial planning firm, helping individuals, families, business owners and foundations nationwide create balance and focus their personal vision and relationship with money. Our services include financial planning, investment design and management, insurance planning, and estate planning.
Our Relational Approach
Strong personal relationships serve as our firm’s foundation. We work with clients nationwide from our offices in Honolulu, Hawaii, Santa Cruz, California and Albany, New York. We travel extensively to meet with many of our clients face-to-face. We believe in committing the time to pay attention and to develop human interaction. Our constant focus is on understanding the changing needs and goals of each individual, and on working together to reap the rewards of a values-centered approach to sustainable investing. Within the constraints of the COVID-19 pandemic, we continue to meet regularly with our clients online and by phone and we are committed to observing every health and safety measure until we can all be together again.
Our Personalized Planning
There are no ‘pre-packaged’ methods at AAG for determining your needs. We believe in collaboration. We work closely with you in order to understand your life’s intention. Our planning process works from the inside out, rather than from the outside in! When we have collectively identified your unique financial objectives, we can then apply our expertise to craft a flexible and sustainable financial plan around your values, goals, and environmental or social concerns. We live in a rapidly changing world, so our collaborative planning is designed to be a fluid and ongoing process. We encourage you to ask all of your questions, especially the difficult ones. We firmly believe that together we can design a strategy that supports the life you want to live and aligns with the world that you envision.
Our Philosophy
Money, regardless of the amount we have, is too often how we define our essential worth as human beings in this modern world economy. At AAG, our client collaborations are rooted in the recognition that while your identity is embedded in the fabric of your financial life. Your financial net worth is only one facet of your human worth.
At AAG our philosophy is grounded in the concept that money is a vital energy. We understand that money is not something we are but something that we create through our human economic activity. We have found that when we view the energy of money as circulating through us as part of a positive communal energy, we can shed our negative attitudes around it more readily and then consciously redirect money to help create, retain and enhance value and impact in the world.
Before we recommend any investment approach, however, we take the time to understand and incorporate your philosophy, and your vision. This is a collaboration! It is immensely important to us that we understand the unique role that money plays in your life.
As financial planners, we apply our cutting-edge knowledge of finance and investing to redirect the energy of money toward each client’s personal and communal goals. We work daily with each client’s evolving vision fully in mind.
While our ideas and approach are by no means new, few advisors offer wealth management services with a true focus on values-oriented, mission-focused sustainable investing. Our clients seek us out not only for our well-researched traditional investment instruments and strategies, but also as a result of their desire to align their values with equally carefully researched, sustainable, social and environmentally responsible investments.
By empowering you to make conscious, intentional decisions about your financial planning, we at AAG strive to help you rediscover the purpose and vitality of your money. Our highest goal is to channel and redirect your money energy in a way that creates joyful prosperity for yourself, your loved ones, and the world you want to live in. We have proven, through years of client relationships, that the consciously empowered energy of money can help us all live abundantly and generously.
We welcome you to this collaboration in conscious prosperity!