Longwave Financial helps thoughtful professionals in Washington build ESG and sustainable investing portfolios with purpose and confidence. You get a financial life that reflects your values and your vision, managed by an independent fiduciary asset managment that is right here and genuinely invested in this community.
Based in
Bellevue, WA
You care about the brands you buy. You notice the impact technology has on the world around you. The choices you make every day show it. But when it comes to your investment portfolio, do you actually know what your money is funding?
But most investment portfolios are still running on old logic. Chasing short-term returns, ignoring broader consequences, and treating money as something separate from the values that guide everything else in your life.
ESG and sustainable investing change that. It is an evidence-based approach that puts your capital behind companies and causes aligned with how you actually think about the future.
At Longwave, that is the only way we invest.
We believe great financial advice should come from someone who understands the environment in which you are building your life. The Pacific Northwest has its own rhythm, its own values, and its own definition of success.
We work with professionals across the Washington tech and business community who want an advisor that speaks their language, understands their equity compensation, and shares their commitment to a more sustainable future.
Local advisors. Independent guidance. Long-term thinking.
Here is what makes working with Longwave different.
Legally required to act in your best interest when providing financial advice.
No bank owns us. No insurance company influences us. We give you objective advice, backed by data.
ESG and impact investing are not a product we sell. It is the foundation of everything we do. Decades of experience, right here in Washington.
ESG stands for Environmental, Social, and Governance. But what it really means is this: your money goes into companies that meet a higher standard. Businesses that care about the planet, treat people fairly, and are run with integrity.
We do not just take funds at their word. Longwave uses independent, third-party data from USSIF, YourStake, and As You Sow to verify that every investment actually lives up to its values, not just its label.
Many funds market themselves as sustainable while quietly holding companies that fail every ESG standard. We scrutinize every fund, every holding, every data point. If it does not meet the bar, it does not make it in.
Have built financial success and now want your investments to reflect your broader values.
Work in tech or a complex professional environment and need an advisor who understands equity compensation, RSUs, and concentrated stock positions.
Are curious about ESG or impact investing and want a rigorous, transparent approach, not a marketing pitch.
Think long-term, for yourself, your family, and the community you are part of.
Want an advisor who is local, independent, and accountable to you and no one else.
We want to understand how you think, what you are building toward, and what you care about.
Your ESG portfolio, your equity compensation, your tax situation, your giving goals. We bring it all together into a plan that is precise, personalized, and grounded in evidence.
We are not here for a transaction. We are here for a relationship built over time, one where we grow and adjust alongside you as your life and goals evolve.
Created by SHOOK Research. Presented in Jan 2026 based on data as of March 2025. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary.
A third-party recognition we are proud of. We earned our place on that list.
Independently verified as a green and socially responsible business, not just a self-declared one.
The leading professional body for sustainable, responsible, and impact investing in the United States.
We give 1% of revenue to environmental causes. Our commitment to the Pacific Northwest goes beyond portfolios.
The short answer is no. The longer answer is that it depends entirely on who is managing it and how.
ESG is not charity. It is an investment discipline that factors in risks and opportunities that traditional models ignore. Our team builds portfolios using decades of research, rigorous data, and a disciplined process. We do not ask you to compromise on performance to invest with integrity.
Fair question. The difference is in the process. We use independent third-party verification, not self-reported fund data. We are fiduciaries, so we are legally required to put your interests first when providing financial advice. And we are independent fiduciary asset managers, so no institution is telling us what to recommend. You can hold us to that in every conversation we have.
Your financial plan deserves the same intention.
Start with a straightforward conversation. No pitch, no pressure. Just clarity.
