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Because there is so much more...

Become a Whole Advisor™

At Conscious Capital™, Whole Advisors™ grow, retain, and attract more clients by bringing more fun and purpose into their practice. 

  1. Join Conscious Advisory Network CAN, co-brand with us while keeping your own established RIA.
  2. Become a Whole AdvisorTM as an IAR.

Given the stasis in the current paradigm of personal investing, we can innovate and own a space that is both evolutionary and differentiating. Human-centered design has revolutionized most industries, why not the financial services industry? Are you ready to join an organization positioned to change the world? 

We can move from a cold, impersonal, and outward focus: “It’s not a personal thing— it’s about a financial return with some SRI/ESG thrown in because it aligns in general terms with my duty to do good and it’s something I should do.”

To a human-centered, and personal purpose focus: “I can invest my wealth for both financial and personal purpose returns — both serve my one north star— to actualize what is inside of me yearning to be made real in the world. And not because I should, but because I seek to, because it’s finally my true calling I am serving.”

You are here for a reason; we are here to support you.


DO GOOD

DO GOOD

EVOLVING TOGETHER

Do what you love. Together we are creating a community of financial advisors that understand that "doing good" expands far beyond financial returns. 

Are we a fit?
DO WELL

DO WELL

MAKE THE WORLD A BETTER PLACE

Our advisors know that beyond basic needs money is useless unless it is supporting our client's dreams and values. But, talk is cheap.

Come look under the hood
LIVE WHOLE

LIVE WHOLE

PUTTING IT ALL TOGETHER 

Do what you love is not only reserved for our advisors. We know that our clients are here for a reason too. Come align your dreams and values. 

Come be the change