Who we are
We are a woman-owned, women-led team of activist asset managers and financial planners. We’re carving a new path to what’s possible in the financial industry. As a Registered Investment Advisor (RIA) firm, we have a fiduciary obligation to always act in the best interest of our clients. Our approach seeks to create more opportunities to generate wealth in ways that align with values for a better world and supports prosperity for all.
We provide financial planning services that range from affordable, foundational plans, to more complex, holistic plans. Your financial plan starts with where you are today and will be updated annually as your life and your circumstances evolve.
We work with each client to identify their specific financial, social and environmental goals and design a compatible portfolio. We don’t take commissions for our work, which means we advise and guide our clients based solely on their needs with their success in mind.
As wealth managers, our investment portfolios only include companies actively serving the greater good of humans and the planet. We are Sustainable, Responsible & Impact (SRI) investing advisors who believe this investment approach is the optimal path to the wealth and health of us all.
Our Manifesto
We are
Trusted guides for those bold enough to demand that their financial goals align with their values and our collective future.
Diligent SRI advisors who utilize more than “best-in-class” standards to provide comprehensive Sustainable, Responsible & Impact investing. We mean what we say.
Mindful financial planners who embrace the power of peacefulness – peace of mind for our clients and the experience of peace for our larger society.
We believe
In the power of alignment to produce portfolios our clients can be proud of, achieving their financial goals while protecting the future of this planet and all who inhabit her.
That in our capitalistic society, wealth is power, but what we do with that power is a matter of choice.
Voting with your investment dollar puts that power into action as a force for good in this world.
We strive
To manifest abundance without greed by shifting money away from companies that diminish society and investing in those that lift us all.
To be changemakers who leverage the power of money to transform the world.
To reinvent expectations every day as a thriving women-owned firm that recognizes what’s truly possible in this industry.
We know
That as more of us live aligned with our values, we’ll make the kind of waves that change the world for generations to come.
Meet the Blue Crew
Alex Tran
Financial Planning Associates
Alex is a motivated and dependable team member with a strong foundation in finance and a passion for helping others achieve their financial goals.
He recently graduated Summa Cum Laude from the University of Portland with a Bachelor of Business Administration in Finance and Marketing. During his time there, he was actively involved in the University of Portland Investment Association, where he developed skills in equity research, financial analysis, and investment strategy, laying a solid foundation for a future in financial planning. In addition to his academic experiences, Alex served as the Treasurer for the university’s Vietnamese Student Association. In this role, he oversaw budgeting, managed organizational funds, and helped coordinate cultural events, further strengthening his leadership and organizational abilities.
Originally from Vancouver, Washington, Alex enjoys exploring new food spots and staying active through basketball and golf. He also loves spending time outdoors, especially swimming and paddle boarding during the summer months.
Kenton Tran, CRPC®
Financial Planning Associates
Kenton is an eager learner and a highly motivated individual, which makes him an excellent member of the BWW team.
Kenton attended Oregon State University, graduating Summa Cum Laude with a Bachelor of Science in finance. Outside the classroom, he was involved in the Oregon State Investment Group, serving as equity analyst and treasurer. Kenton is also a proud member of Sigma Chi Fraternity, and held the position of Vice President of Diversity, Equity, and Inclusion for the Interfraternity Council, striving to make College Fraternity and Sorority Life a more diverse space.
Kenton was born and raised in Portland, Oregon. In his free time, he loves exploring new food spots and cooking. To balance his love for food, Kenton also enjoys being active by playing sports and going to the gym. He is currently trying to get better at golf and tennis.