I'm Steve — a financial advisor who builds investment portfolios for people who want strong long-term returns and want their money funding real climate solutions, not just avoiding bad actors.
Which of these sounds like you?
Impact is your priority.
Returns are your priority — with values as the filter.
Returns are your priority — with values as the filter.
You're tired of owning a "sustainable" fund that's still mostly large-cap tech stocks. You want your money doing something real — funding companies that are genuinely building climate solutions. I'll build you a portfolio oriented around impact, sized to your financial situation and risk tolerance.
Returns are your priority — with values as the filter.
Returns are your priority — with values as the filter.
Returns are your priority — with values as the filter.
You're not an activist, but you're concerned about where the world is heading and open to the idea that the energy transition creates genuine investment opportunities. I apply rigorous financial analysis to find climate-focused companies the market has mispriced — where the competitive advantage or structural tailwind isn't yet recognized. Impact and returns pointing in the same direction.
You just want a second opinion.
Returns are your priority — with values as the filter.
You just want a second opinion.
Maybe you've tried to go climate-oriented but can't make sense of the ESG landscape. Maybe you want someone to review what you own, assess its real climate impact, and suggest specific changes. I offer one-time portfolio reviews for a flat fee.
Why Future First Finance
I've spent nearly two decades managing my own investment portfolio with a climate lens — long before it was fashionable. I've lived and worked in Europe and Asia, giving me perspective on global markets that most US-based advisors don't have. I run an independent RIA, which means I'm not pushing products or earning commissions — my only incentive is your long-term result.
I work with a small number of clients so I can go deep on each portfolio. This isn't a model portfolio plugged into a template. It's your money, managed with genuine conviction.
Let's Talk
If any of this resonates, the easiest next step is a free 30-minute conversation.
No obligation, no sales pitch — just a chance to see if we're a good fit.
I work with a small number of clients so I can go deep on each portfolio. This isn't a model portfolio plugged into a template. It's your money, managed with genuine conviction.
608-620-5783
Madison, WI - Serving clients nationwide
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