Socially Responsible Investing

Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with the individuals and organizations we serve. Our knowledgeable and certified advisors assist clients in working toward their investment goals--whether that's saving for a college fund or developing a strong financial plan for retirement--while at the same time giving them the opportunity to invest in ways that reflect their values.

Learn More

Woman Kayaking


Whether you are an individual starting to invest in the market, a family planning for your children's education and retirement income, or an organization looking for asset management, we can provide services to help you create effective financial strategies.

We offer a wide range of products and financial planning services. We engage in targeted conversations and listen to our clients to determine which arrows to pull out of the quiver to hit the mark.

Learn More About PAM

Socially Responsible Investing (SRI) and Environmental Sustainable Governance (ESG)


Today socially responsible investing (SRI) is increasing its influence within the financial community in large part due to the competitive financial returns that socially-screened portfolios generate.

For three decades Progressive Asset Management has regarded environmental sustainability, human rights, and good governance as part of the investment process.

Learn More About SRI/ESG

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Team

We provide meaningful planning and responsible investing for individuals, families, and organizations, aligning your financial goals with your values.

Contact Us


What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...