Money With a Mission

Money With A Mission a DBA name used by Greg Garvan provides, through Natural Investing, LLC, fee-only financial planning services.

Since 1992 Money With A Mission has believed that fee-only socially responsible asset management and comprehensive financial planning are the core ways to connect your values and your financial life. On the investment side, we do this by helping you manage investments using environmental and social screens, as well as financial risk and return analysis. On the financial planning side, we provide a comprehensive overview that outlines your risks and opportunities, as well as ways that you can integrate your values deeper into your financial life.

As a fee-only planning firm, we do not sell anything on commission. Transparency is one of our most important values, and you’ll see this reflected throughout our work. The core of Money with a Mission is on the East Coast although we work with a network of individuals across the country. We also work with a broad team of related specialists: private money managers, proxy vote and shareholder activists, tax and estate planning specialists, charitable and community investment leaders, insurance consultants, and others.

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GREG GARVAN – After working primarily with foundations and on charitable/tax planning in the 1980s, Greg obtained licenses to practice investment management and financial planning in 1992.  As an Investment Advisory Representative with Natural Investments, LLC (NI) he became a fee-only advisor in 1995. An extensive profile is available on the NI website.

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BRADY QUIRK-GARVAN – Brady is excited to be joining Money With A Mission to assist with business development. He is currently studying for his license and will continue to grow his role with the organization. Brady currently serves on the board of the Charleston Development Corporation, the Charleston Greenbelt Advisory Board, the non-profit Remember Niger, We Are Family and serves on the SC Democratic Party State Executive Committee. Brady is also a member of the Second Presbyterian Church of Charleston. An extensive profile is available on the NI website.

Money with a Mission donates more than 10% of its annual profits to charitable organizations and is committed to providing pro bono services when possible to people in need. We also are on the “Honor Roll” for having more than 1% of assets held in community investments. In 2005, these investments were actually just over 2% of assets.

In 2003, Greg obtained the Accredited Investment Fiduciary® (AIF®), designation. A fiduciary must be able to demonstrate that portfolio assets are being prudently managed and that sound investment practices are being followed to a legal standard.  This includes a comprehensive overview of fiduciary standards of care, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects. Being an AIF makes Greg part of a small minority of advisors.

In 2012 Natural Investments, LLC was listed as “Best FOR the planet” by B-Corp.