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  • About Us

    • What We Do

  • Our Team

    • Jan Bryan
    • Laura Isanuk
    • Harry Moran
    • Julie Skye
    • Pamela Stamper-Brandt
    • Krista Strohoffer

  • Resources & Documents

    • Regulatory Documents
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    • Off the Wall Street Podcast

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    Off the Wall Street

    Resources & Docs

    View & Download:

     

    Client Information Form


    Privacy Policy

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    ESG Update Newsletters & Blog

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    Socially Responsible Investing, UU Style

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    Form ADV:

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    Sustainable Advisors Alliance, LLC
    ADV Part 2A Brochure

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    Jan Bryan, CFP®, AIF®
    Form ADV Part 2B Brochure Supplement

     

    Laura Isanuk, CFP®, AIF®, CFS®
    Form ADV Part 2B Brochure Supplement

     

    Harold J. Moran, CFP®, AIF®, CeFT®
    Form ADV Part 2B Brochure Supplement

     

    Julie Skye
    Form ADV Part 2B Brochure Supplement

     

    Pamela Stamper–Brandt, CFP®, AIF®
    Form ADV Part 2B Brochure Supplement

     

    Krista Strohoffer, CFP®, AIF®
    Form ADV Part 2B Brochure Supplement

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    Form ADV Part 3 - Form CRS Client Relationship Summary

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    First Affirmative Downloads:

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    Why We Do What We Do by First Affirmative

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    First Affirmative Social Policy Questionnaire

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    First Affirmative Newsletters and Publications

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    Checklists:

     

    Life Planning Checklist

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    © 2022 Sustainable Advisors Alliance LLC. All Rights Reserved

     

    Sustainable Advisors Alliance, LLC (“SAA”) is a registered investment advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SAA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Investing involves risk, including the potential for loss of principal.  There is no guarantee that any investment plan or strategy will be successful.

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    All written content on this site is for information purposes only. Opinions expressed herein are solely those of SAA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.