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You want a thought partner with experience to help you strike the right balance.

That’s what we do. ​

Who We Are

We Want You To Be You

We want to guide you to the moment when you realize that you can embrace the thing you truly want, that it’s time to stop worrying and make it happen. At first, you don’t think it’s possible, then we model it out, figure out a way, and finally, you quit the job, take the sabbatical, give an audacious amount to a cause that badly needs it, or whatever it is that you’ve been waiting for.

We Love to Nerd Out

We love to nerd out about different ethical approaches to investment, giving, making change, happiness, and advanced financial/tax planning concepts–all so that we can present solutions to our clients that are technically robust and properly consider social impact.

We Aren't Your Normal Financial Advisors

We don’t drive fancy cars or wear expensive watches. When we aren’t helping clients we are usually making a difference in our communities, taking care of our kids, or fighting for economic justice, workers’ rights, a fairer tax system, abortion/women’s healthcare access, and a sustainable environment free from climate change.

Our Story

We all had first careers in public service, including workers rights, education, government service, shareholder activism, and policy work. Zach built the first national financial skills training programs for union members. When he became a full-time financial educator, friends began to ask for his help with their lives. He learned that he loved helping people solve the thorny (and not so thorny) questions of money, values, dreams, and life. They sent their friends and that led to his financial coaching practice. He continued that work when he joined the CFPB during Obama’s second term. When the administrations changed, he left to help clients full-time and launched Values Added to serve them more deeply and broadly than he ever could before. Since then, the team has grown adding Ari, Bridget, Kathryn, and Joel–all wise, kind, smart, and caring advisors.
 

Meet the team

Ari Weisbard

Managing Partner

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Bridget Patel

Senior Financial Advisor

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Georgette Kennebrae

Associate Financial Advisor

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Joel Anderson

Associate Financial Advisor

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Kathryn Kubiak-Rizzone

Financial Advisor

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Tracy Kellermeyer

Client Services Specialist

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Zach Teutsch

Managing Partner

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Credentials:

Here are some of the organizations we focus our support on:

MVP supports local grassroots groups across the country that mobilize voters and build long-term progressive power.

WFP is building a political home for all of us who see bigotry, bailouts, and business as usual in our political system and ask, “Is that the best we can do?”

JUFJ  mobilizes Jews and the Jewish community in the DC area to move our region closer to social, racial, and economic justice by advancing campaigns for immediate and concrete improvements in people’s lives.

Within three years of Project Muso deploying their model in Mali, child mortality dropped from 15% to 1.7%. The greatest reduction ever recorded in a peer-reviewed paper.

Médecins Sans Frontières/Doctors Without Borders (MSF) treats people where the need is greatest. They are an international medical humanitarian organization.

The WRC conducts independent, in-depth investigations; issues public reports on factories producing for major brands; and aids workers at these factories in their efforts to end labor abuses and defend their workplace rights.

A local fund supporting the visions of people in DC to realize liberation, build power, spark solutions and create social change.

If you want to use your resources to build a fulfilling, sustainable life, we want to help.

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