Mandala Financial Advisors Email Formats

About Mandala Financial Advisors

Mandala Financial Advisors was founded on the principal that progressive people deserve advisors who will guide them to financial success without compromising what they value – a sustainable and just world. Our clients come to us at all stages of life, each with a unique blend of circumstances and objectives. Yet they all share two traits: They value personal wellness and they are lifelong learners. Many are academics, nonprofit professionals, and business owners/entrepreneurs. Mostly women. They tend to be community-centric, compassionate, and follow the adage, “think globally, act locally.” Our mission is to: • Maximize the likelihood of your achieving your current and future financial goals • Replace your stress over money with financial confidence and wellness • Empower you to create positive social & environmental change Our holistic planning process integrates all facets of your financial life into a personalized financial plan, a map to achieving your goals. We've found the ongoing coaching we provide is key to ultimate success. Upon having a plan in place, we use a rigorous process for selecting best-in-class ESG (Environmental Social Governance) investment strategies to match your financial and sustainability objectives. We are a fee-only advisor which means our income is only from fees you pay us for services rendered, not from commissions investment companies pay some advisors for selling products. We are held to a fiduciary standard; we must always put your best interests before our own.

View contact profiles from Mandala Financial Advisors