While we are practicing social distancing and teleworking during COVID-19, we want you to know that we remain open and available for initial consultations, meetings, and reviews throughout this ordeal using Zoom (a virtual meeting app) and telephone. Just as we were on day one, we remain capable of accessing all of our files remotely and conducting your business safely. We are here to serve you. Please reach out and be safe.
Our Mission Statement
Every day, we will strive to enrich the lives of our neighbors in the DMV area by inspiring, educating, and motivating them to feel confident about their investment decisions and retirement planning.
Wharf Financial’s mission is to provide the opportunity, and the motivation, for our clients, neighbors, and all those in the DMV area to invest responsibly and with a purpose—and to feel confident about their retirement planning.
Our clients are active members of their communities, do good deeds, and make positive contributions to society. They insist that their investment choices reflect those same values.
There are many names for it, but values investing is a thoughtful and meaningful approach to investing that provides the opportunity for investors to contribute to, and even influence, positive social and environmental issues, without sacrificing financial returns.
Whether investing in companies that provide alternative energy, or those that have positive hiring practices; whether investing in companies working to feed or bring water to the neediest, or those that provide cutting-edge technology to underserved communities, there are unlimited opportunities to invest in companies that are striving to make the world a better place.