Robasciotti & Philipson, Inc. is a queer- and women-led, B Corp certified financial advisory firm founded in 2004 and established independently in 2018. The firm is dedicated to providing wealth management, financial planning, and investment management services with a focus on socially responsible investing (SRI). Its mission is to help clients, particularly progressive individuals and institutions, align their financial goals with their personal values to create positive social and environmental impact.

Founded in

United States