North Berkeley Wealth Management is a Berkeley-based Certified B Corporation helping individuals, families, trusts, and nonprofits align their wealth with their values. Since 2005, the firm has offered values-driven financial planning and investment management, emphasizing relationships, transparency, and long-term well-being. Managing over $500 million in assets, North Berkeley’s mission is simple yet profound: to help clients grow and protect their assets in ways that benefit not only themselves but also their communities and the planet.

Built on a foundation of fiduciary integrity, the firm operates independently—free from the conflicts of interest common in large financial institutions. Every client receives personal guidance from a dedicated advisory team supported by the firm’s full network of expertise. North Berkeley’s approach combines technical precision with human connection, ensuring that every strategy reflects both financial goals and ethical commitments.

As a Certified B Corp, North Berkeley measures success not just by returns, but by the positive impact it generates. The firm’s community engagement philosophy reflects its belief that prosperity is not defined solely by individual achievement but by the collective well-being of the communities it serves. Each year, the firm commits 1% of its annual revenue to direct financial support, volunteer hours, pro bono services, and sponsorships for local organizations driving meaningful change.

North Berkeley’s community partners include:

• Berkeley Food Network, combating hunger through equitable food access.

• YES Nature to Neighborhoods, connecting Richmond youth and families with outdoor leadership experiences.

• YWCA Berkeley/Oakland, empowering women and eliminating racism.

• Berkeley Public Library Foundation, supporting literacy and lifelong learning.

These partnerships—and the firm’s annual Community Engagement Reports—illustrate its vision of “a community alive with connection and stewardship.” North Berkeley’s giving and volunteerism focus on four key areas: Education, Healthy Communities, Environmental Sustainability, and Social Justice.

Guided by its core values—curiosity, integrity, and connection—North Berkeley Wealth Management continues to demonstrate that business and finance can be a force for good. The firm’s dedication to sustainable investing, fiduciary independence, and community leadership reflects a broader commitment to building a more equitable, compassionate, and resilient world.