Gary R. Matthews PhD, CPA/PFS AIF®

Investing for the Good of People and the Planet

Our Mission

We help progressively minded people and organizations invest with their values and prosper, contributing to a new world of peace-making, justice-centered, sustainable communities - wealth management for the good of people and the planet.

Who We Are

Gary R. Matthews

PhD, CPA/PFS AIF®

Gary, a CPA for almost 30 years with offices in New York City, is a personal financial specialist and advisor whose practice focuses on sustainable and responsible investment and financial planning strategies for socially and environmentally-conscious people and organizations. In addition to his extensive background in finance, Gary holds a PhD in social ethics from Union Theological Seminary in New York. In his spare time, he is also a black belt instructor in the traditional martial art of moo doe.

About Sustainable Investing

Socially conscious investors seek to secure their own financial futures while directing investment capital toward a more just, sustainable, and healthy society. The modern roots of sustainable and responsible investing can be traced to the impassioned political climate of the 1960s, particularly around issues of peace, civil rights, and equality for women. The ranks of socially conscious investors grew dramatically in the 1980s as millions of people, universities, cities, and states focused investment strategies on pressuring the white minority government of South Africa to dismantle its racist system of apartheid. In this first decade of the 21st century, corporate scandals (Enron, etc.) along with economic and financial instability have made sustainable investment strategies even more attractive, and the growth continues.

Learn More About Our Philosophy

Put Your Money Where Your Values Are

Sustainable portfolios are screened for a variety of social and environmental issues, in addition to the usual financial criteria that portfolio managers use to select securities. Our portfolio managers have extensive experience and commitment in managing these types of portfolios. Among the most notable screens are:

  • Community Development
  • Diversity & Equal Opportunity
  • Human Rights
  • Labor Relations
  • Climate/Clean Technology
  • Pollution/Toxics
  • Environment/Other

Contact Us

Let us Help You Meet Your Financial Goals

Call Toll Free:
(800) 638-5670

New York, NY

Boston, MA

Visit our website

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Gary R. Matthews is an investment advisory representative with First Affirmative Financial Network LLC, an independent Registered Investment Advisor (SEC #801-56587).
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