5 Star Review By Amber Chinen
This review is long overdue. Aaron has helped shepherd my money for at least 10 years now. I have been very happy with his service. He understands my investment goals, and more importantly to me, my investment values. His communication is timely, professional, and personable. He responds to my questions promptly (and patiently!), and his quarterly reports provide a nice lay-person translation of how my investments are doing. A lot of other firms or advisers now offer options for investing with a conscience, but Aaron saw the need long before it became a trend and has just been doing it longer. He has had my trust from the beginning, and I have not been disappointed.