Athens Impact Socially Responsible Investments
Invest in what Matters

8 N Court St, Suite 408
Athens, OH 45701

Office 740-447-5540
Cell 740-538-2010
Fax 740-477-5540
Email:  mwilson@emailsri.com

 

Our Mission:

Helping our clients create a roadmap to freedom, to do the things they want to do and confidently practice ethical abundance, while contributing to the things they care about.

Who We Are:

We help people who care about making socially responsible choices to align their money with their values. They invest in what matters to them. Our clients make a difference in society by using the power of shareholder advocacy.

We believe placing your core values at the center of your financial planning helps you make better financial decisions for the long term, both for you, and the companies and people you invest in. With the advancements in ethical investment options, there is no need to choose between your values and investment performance. Ask me about the studies using meta-data that have been done in this area.

It is important to consider money’s role and impact on our happiness. We understand that long term planning isn’t always about having more. Sometimes, it is about having enough and giving back. That is why we also help with legacy planning and can explore different strategies for giving back.

We are deeply committed to making a positive difference in the world. Our practice is focused on helping people develop strategies to reach their long-term goals while considering people, the planet and profits. We specialize in socially responsible investments (SRI) and almost exclusively use products that align with these principles. We help individuals, small businesses, other organizations and non-profits align their investment decision with their values and mission statements.

We are dedicated to aligning our practice with our values. We do what we can to make good responsible choices and continue to work toward improvement, learning from our friends in the community for ways to do just a little more.

How we do Business:

We consider our clients, friends. The foundation of our practice is based on strong, meaningful relationships based upon a clear understanding what is important to you.

We are committed to helping you reach your goals while aligning your money with your values, all without taking any excessive risks. We offer all types of investment products, including alternative products for specific needs, but we invest for the long term.

The services we offer include:

·         Social and Environmental Portfolio Screening and Analysis

·         Portfolio Construction and Management

·         Risk Assessment

·         Estate and Legacy Planning

·         Advanced Tax Strategies

·         Donor Advised Funds, Endowments and Philanthropic Annuities

·         Life, Long Term Care and End of Life Plans

·         Ethical Wills

·         Education Savings Options (with a social media element)

·         Budgeting and Savings Plans

·         Vision, Dental, Travel and Supplemental Policies

·         Small Business Owner Retirement Planning

·         Group Retirement Plans and Key Person Insurance

We put your needs before our own. Being a fee-based financial services firm, allows us to join you on the same side of the table working toward the same goals. Being independent gives us the freedom to choose what is best for you without pressure from a wire-house or employer. These details help us make ethical choices and always work for good of our clients.

Education and Experience:

  • FINRA: Registered Representative Series 7
  • FINRA: Uniform Services Agent Series 66
  • 20+ years of experience, started in financial services in 1992
  • Licensed Agent (State of Ohio): Life, Health, & Long Term Care Insurance
  • BS in Business Administration, Thomas More College (KY)

Michelle is constantly enhancing her skills:

  • Currently pursuing MS in Family Financial Planning online at North Dakota State University
  • Currently working towards CFP Certification

Michelle has a broad knowledge base and understands the needs of many types of clients from her broad experience base. In her previous life as the branch manager, VP of a bank, she helped everyone from the widow on social security who was trying to make ends meet, to the farmer who was buying a new piece of equipment. She advised small business owners on how to balance their finances and their work and helped families settle estates. She rolled out several wealth management centers and helped kids learn to balance their first checkbooks. Michelle is uniquely qualified to help you with all your financial goals.

Personal Notes:

Michelle lives in a cabin on thirty wooded acres in southeast Ohio. Her goal is to have a self-sustainable life by the time she retires. After years in corporate banking, she came to the realization that finding peace in retirement doesn’t mean having the most money. It means surrounding yourself with the nature, community and those you love. After growing up in the big city of Seoul, Korea, the beautiful forests of southeast Ohio called to her. She enjoys life with her supportive partner Gil and near her children and their families. For Michelle, money is a tool used to do the things that are important to her. With Athens Impact Investing, she is doing something that matters and makes a difference in the world. Her life has a sense of purpose and fills her with happiness. Her goal is to help you make plans to create your bliss.

How we do Business:

We consider our clients, friends. The foundation of our practice is based on strong, meaningful relationships based upon a clear understanding what is important to you.

We are committed to helping you reach your goals while aligning your money with your values, all without taking any excessive risks. We offer all types of investment products, including alternative products for specific needs, but we invest for the long term.

The services we offer include:

  • Social and Environmental Portfolio Screening and Analysis
  • Portfolio Construction and Management
  • Risk Assessment
  • Estate and Legacy Planning
  • Advanced Tax Strategies
  • Donor Advised Funds, Endowments and Philanthropic Annuities
  • Life, Long Term Care and End of Life Plans
  • Ethical Wills
  • Education Savings Options (with a social media element)
  • Budgeting and Savings Plans
  • Vision, Dental, Travel and Supplemental Policies
  • Small Business Owner Retirement Planning
  • Group Retirement Plans and Key Person Insurance

We put your needs before our own. Being a fee-based financial services firm, allows us to join you on the same side of the table working toward the same goals. Being independent gives us the freedom to choose what is best for you without pressure from a wire-house or employer. These details help us make ethical choices and always work for good of our clients.

Education and Experience:

  • FINRA: Registered Representative Series 7
  • FINRA: Uniform Services Agent Series 66
  • 20+ years of experience, started in financial services in 1992
  • Licensed Agent (State of Ohio): Life, Health, & Long Term Care Insurance
  • BS in Business Administration, Thomas More College (KY)

Michelle is constantly enhancing her skills:

  • Currently pursuing MS in Family Financial Planning online at North Dakota State University
  • Currently working towards CFP Certification

Michelle has a broad knowledge base and understands the needs of many types of clients from her broad experience base. In her previous life as the branch manager, VP of a bank, she helped everyone from the widow on social security who was trying to make ends meet, to the farmer who was buying a new piece of equipment. She advised small business owners on how to balance their finances and their work and helped families settle estates. She rolled out several wealth management centers and helped kids learn to balance their first checkbooks. Michelle is uniquely qualified to help you with all your financial goals.

Personal Notes:

Michelle lives in a cabin on thirty wooded acres in southeast Ohio. Her goal is to have a self-sustainable life by the time she retires. After years in corporate banking, she came to the realization that finding peace in retirement doesn’t mean having the most money. It means surrounding yourself with the nature, community and those you love. After growing up in the big city of Seoul, Korea, the beautiful forests of southeast Ohio called to her. She enjoys life with her supportive partner Gil and near her children and their families. For Michelle, money is a tool used to do the things that are important to her. With Athens Impact Investing, she is doing something that matters and makes a difference in the world. Her life has a sense of purpose and fills her with happiness. Her goal is to help you make plans to create your bliss.

Registered Representative. Securities offered through Cambridge Investment Research, Inc, a broker/dealer, member FDIC/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a registered investment advisor. Athens Impact and Cambridge are not affiliated. Socially responsible investing does not guarantee any type of success.

Phone:
740-447-5540

Website:
athensimpact.com

Contact Name:
Michelle Wilson, Financial Advisor

Address:

8 North Court St., Suite 408
Athens, 45701

Member Since:
2016

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