Alex Myers CFP®, Lisa Goretsas AAMS® 

Kairos Wealth Advisors of Raymond James

12 Locust Lane  |  Westminster, Md. 21157
(410) 857-5575  |

We partner with clients to pursue their greatest purposes with clarity and balance. We seek to understand our clients, to demystify financial planning and to align clients’ finances with their values.

I don’t exactly trust corporate America to do what’s right. How do I make sure that my investments benefit both me and society overall?

It used to be that investors would have to sacrifice financial planning results to reflect their personal values in their investments. Whether those values are social, religious or environmental, such sacrifice is often no longer necessary. 

Many businesses are becoming more transparent about their contributions to the world. Companies that create real value for customers, treat employees well, have diverse leadership and think long-term are more likely to succeed. Those criteria are good both for business and for the world.

Investors should know what kinds of companies they are supporting with their investments, as there are often surprises that arise upon examination. A qualified financial planning team can help evaluate and manage your financial plan in support of your values.

Raymond James & Associates, member NYSE/SIPC