Just Wealth LLC

Just Wealth provides investment management and hourly financial planning to individuals and families, and also works with related entities such as small businesses, foundations, endowments, and charitable organizations. Investment management clients receive financial planning as part of the advisory relationship, and the firm also offers consulting engagements and educational workshops for organizations and their staff.

The firm’s investment approach is centered on socially responsible and ESG-informed strategies grounded in Modern Portfolio Theory, with a primary emphasis on passive implementation using index mutual funds and ETFs. Where appropriate, it engages sub-advisors to provide separate accounts and direct-indexing capabilities for customization and potential tax efficiency, and develops an investment policy statement tailored to each client’s values and risk tolerance.

Noteworthy aspects include the firm’s explicit work with charitable organization clients and the provision of seminars and workshops—services that are less common among independent advisers. The principal’s extensive involvement in financial planning education and in stewardship/advisory groups on social justice–oriented investing informs the firm’s emphasis on values-aligned investing and client education; the firm manages roughly $27.5 million for about 30 clients and relies on custodian statements rather than producing separate written investment reports.