WHO WE ARE At Values Added, we’re passionate about helping progressives build financial lives they feel good about. We do it by supporting them in leveraging their wealth to make an impact and live joyful lives.  Ensuring our clients' values are reflected in their portfolios is just the beginning. We use our technical expertise to help clients maximize what brings meaning to their lives: family, community, fulfilling work, and being of service. With experience in ethical investment, social impact, advanced tax planning, and charitable giving, we operate as a fee-only, fiduciary, comprehensive planning firm that always puts clients' best interests first.  We take a team approach to serving our clients. Bringing together advisors with different backgr