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.