MONEY POSITIVE

Overview

Money Positive is a small, owner‑operated advisory practice that bills itself as providing financial planning services on a fixed‑fee basis. The firm is organized outside standard RIA classifications and is run by an individual owner rather than a corporate or institutional parent. It lists financial planning as its primary advisory activity and indicates an intentional focus on environmental, social and governance (ESG) factors in investment decision‑making. The firm is not identified as a capital allocator; its business profile points toward direct client planning and advice rather than placing capital with outside managers. Details on client types, demographics or account segmentation are not provided in the data set.

Investments & Alternatives

Location & Offices