WHO WE ARE
Financial Professionals.
Allies. Partners.
Financial guidance should help people feel better, not overwhelmed. Everyone deserves to feel ready for financial planning, no matter where they’re starting.
MEET THE TEAM
The people behind
Money Positive.
We approach every relationship with curiosity, respect, and a commitment to helping people move forward with confidence.
OUR VALUES
What guides how we show up
for every client.
We Are Human First
We recognize that financial decisions are deeply personal, and we strive to create an environment where every client feels heard, respected, and supported.
We Are Approachable
Financial guidance should feel welcoming, not intimidating. We communicate with clarity, simplify complexity, and create space for honest conversations without judgment.
We Are Inclusive
Everyone deserves access to financial wellness. We’re committed to closing the gap for individuals, families, businesses, and communities who have historically faced barriers to traditional financial planning.
We Are Values-Driven
Trust is earned through transparency, integrity, and putting our clients’ best interests first. As a worker-owned organization and Certified B Corporation, our commitment to people extends beyond our clients.
We Believe Knowledge Should Be Shared
The best financial guidance is a conversation, not a lecture. Through partnership, workshops, and shared resources, we work alongside you to build the confidence to move toward your goals.
We Work Together
Financial wellness isn’t one-size-fits-all. The best solutions come from collaboration, so we work with you to create strategies that fit your goals, values, and life.
OUR COMMITMENTS
Money Positive is proud to be:
- A Registered Investment Advisor (RIA)
- A worker-owned cooperative
- A member of the U.S. Federation of Worker Cooperatives
- A Morgan's MAC Partner
These affiliations reflect our commitment to ethical leadership, lifelong learning, community partnership, and expanding access to financial wellness.
- A Certified B Corporation since 2017
- A graduate of the Start.Coop Accelerator
- A LEAF CDFI Support Recipient
- Home to Amanda Dunn, ChSNC Candidate