Greenvest

Greenvest is a financial planner in Montpelier, VT, specializing in socially and environmentally responsible investing (SRI) for individuals, businesses, and nonprofit organizations. The firm offers personalized consulting services including one-on-one SRI advising, social investment screening aligned with clients’ values, asset allocation planning, retirement plan optimization, customized portfolio creation, ongoing portfolio monitoring, tax-efficient management, and shareholder advocacy. Greenvest serves clients across Vermont and Western Massachusetts, with a focus on young professionals and employee retirement plans. The firm emphasizes low account minimums, flexible fee structures, and access to a broad selection of SRI investment options, ensuring clients can align their financial goals with their ethical and environmental values.

The firm’s leadership includes Craig R. Walker, a lifelong Vermonter and former public school teacher who transitioned into financial advising to maximize social impact. He holds Series 7, 63, 65, and Registered Investment Advisor Representative registrations, along with a life insurance producers license and a bachelor’s degree from Castleton University. Harrison Wustefeld, a graduate of the University of Vermont’s Grossman School of Business and its top-ranked Sustainable Innovation MBA program, brings expertise in green energy and sustainable business practices. He has worked on donor-funded green energy portfolios and advised companies on sustainability improvements. Todd M. Walker, the founder and former president, has been a registered SRI advisor since 2004 and remains involved in the firm’s mission.

Greenvest maintains a strong digital presence, with a well-optimized website that search engines read cleanly, contributing to its visibility and accessibility. The firm’s commitment to transparency, ethical investing, and community engagement is reflected in its service model and team expertise. Based in Montpelier’s downtown core, Greenvest supports Vermont’s values-driven economy by helping residents invest in ways that reflect their commitment to environmental stewardship and social justice.