SOMA Living September 2025

FINANCIAL FOCUS INVESTING WITH HEART: FIND A FINANCIAL ADVISOR WHO SHARES YOUR VALUES Managing your money goes beyond the bottom line. For many, investing ensures their dollars support charitable causes and values. Whether you care about sustainability, faith, or community, a financial advisor who understands your priorities can help you build a meaningful portfolio. Here’s how to find the right fit. Know What You Stand For Reflect on your values before searching for a financial advisor. Are you passionate about sustainability? Do you want to avoid companies that conflict with your faith? Create a list of your top priorities to simplify the search for an advisor who respects your vision. Do Your Homework After clarifying your goals, look for advisors specializing in values-based investing. Use keywords like “socially responsible investing,” “faith-based investing,” or “ESG” during your search. Review their credentials to find those experienced in sustainable funds or philanthropic planning. Ask the Right Questions Narrow your list and schedule introductory discussions, either in person or remotely. Inquire about their investment strategies: - Do they offer portfolios focused on ESG or faith-based filters? - Have they worked with clients sharing similar values? - How do they approach charitable giving strategies? Pay attention to whether they show genuine interest in your values. Also, consider their communication style. Trust Your Instincts Choosing a financial advisor is personal. Beyond qualifications, find someone who listens and respects your goals. Meet several advisors before deciding. The right person will support your values throughout your financial journey.

CROSSWORD PUZZLE on Page 17 Answer Key If you’ve ever wondered what’s at the end of the rainbow…

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Gary T. Jones 973.821.4900 • g.jones@EdwardJones.com

With over 25 years of experience, I work with individuals and businesses to help you achieve your financial goals. As a longtime resident of SOMA, I am proud to serve the local community. To learn more about the content of this article or schedule an appointment to talk about your goals, please contact me in my Maplewood office.

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