Financial Planner

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Name of Primary Practitioner
Michelle Wilson
Business Excerpt
Michelle Wilson believes in the importance of trusted advice from a professional that understands your life and family styles. This is vitally important in ensuring that your financial plan is accurate and covers all the necessary contingencies. Michelle has attended AIS events for many years and has a personal understanding of poly, leather, and kink lifestyles. 

Michelle Wilson is an independent, fee-only fiduciary who has over 20 years of experience in the financial services industry. She founded Athens Impact LLC to deliver a comprehensive wealth management experience to clients focused on ethically and socially responsible investing principles. She earned her Accredited Investment Fiduciary® certification and passed FINRA Series 7 and 66 licenses. She is one of the first to earn the Chartered Socially Responsible Investment Counselor® certification in this region.

Michelle lives in Athens, Ohio and enjoys spending time with her partner, Gil, and being near her children and their families. On founding a business dedicated to sustainable practices, Michelle is grateful to be doing something that matters and makes a difference in the world. 
Gender of Practitioner
Female
Education/Training/Certifications
Accredited Investment Fiduciary®, Chartered Socially Responsible Investment Counselor®, Master's Degree in Financial Planning
Business Website Address
Business Phone Number
(740) 447-5540
Business Contact Email
michelle@athensimpact.com
Business Address
264 E State Street, Athens, Ohio 45701
Ohio 45701
USA
Internet Based Business
Both Remote and Brick and Mortar
Do You Accept Insurance?
No
Tell us about the payment options you accept and any additional insurance details.
Fee-Only (no commissions). Fees can be paid by check, credit card, and/or as a percentage of assets under management.
Poly Awareness Level
Knowledgeable
Kink Awareness Level
Knowledgeable
Swinger (Lifestyle) Awareness Level
Knowledgeable
Additional Location Data
Athens, Ohio 45701
Headshot of River in front of transgender pride flag
Name of Primary Practitioner
River Nice
Business Category
Business Excerpt
Be Intentional Financial is a remote, fee-only financial planning firm that specializes in working with trans, queer, and polyamorous folks. We help clients understand their current financial situation, figure out their short- and long-term financial goals, and make a plan to get from here to there!
Gender of Practitioner
Non-Binary
Education/Training/Certifications
Series 66, Series 7
Business Website Address
Business Contact Email
river@beintentionalfinancial.com
Business Address
Pennsylvania 19147
USA
Internet Based Business
Yes
Do You Accept Insurance?
No
Poly Awareness Level
Knowledgeable
Kink Awareness Level
Friendly
Swinger (Lifestyle) Awareness Level
Friendly