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Athens, OH 45701
Thrive Profile
Athens Impact Socially Responsible Investments
Does it seem like you can't get any real advice on sustainable investing?
Do you even know what you're invested in?
Are you finding that investing seems too complicated?
Have you tried to do it yourself, but aren't sure where to start?
We believe you shouldn't have to settle for that status quo. We understand the challenge. Investing ethically can be complex, Which is why we specialize in socially responsible investment management.
Placing your beliefs at the center of your investment process helps you make better long-term decisions with your assets. The variety of ethical investment options we provide means the you don't have to choose between your values and your investments.
Our firm is deeply committed to making a positive difference in the world. We help individuals, small businesses, and non-profit organizations align their investment decisions with their values and mission statements. Our client's invest in what matters to them and make a difference in the world.
Be uncompromising
Invest in what matters
TEDx talk by Michelle Wilson on Money Scripts
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Owner's Bio:
Michelle Wilson is an independent, fee-only fiduciary who has over 25 years experience in the financial services industry. She founded Athens Impact to deliver a comprehensive wealth management experience to clients focused on ethically and socially responsible investing principles. Her new office is located right next to Village Bakery in Athens, Ohio.
She earned her Accredited Investment Fiduciary® certification and is one of the few Chartered Socially Responsible Investment Counselor® certification holders in the State of Ohio and West Virginia. She earned the FINRA series 7 and 66 licenses and has completed her Masters in Financial Planning.
Michelle lives in Athens and enjoys spending time with her partner, Gil, and being near her children and their families. Her goal is to have a self-sustainable lifestyle by the time she retires. After years in corporate banking, Michelle came to the realization that finding peace in retirement doesn't mean having the most money; it means surrounding yourself with nature, community, and those you love. Money is simply a tool to help us accomplish the things we find important. Michelle is happy that with Athens Impact, she is doing something that matters and makes a difference in the world.