Services Offered:
- College Savings
- Estate
- Financial Planning
- Investment Management
- Retirement
Fee Structure:
- AUM
- Retainer
- Hourly
- Fixed/flat
Fee Only? yes
About Me
Top Issues
Environment
Equal Opportunity
Health
Harry Moran is a 30-plus year veteran of the financial advisory profession. After beginning his career with an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant & Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001.
As the owner and founder of Sustainable Wealth Advisors, Harry has been able to strengthen and expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and was a member of the Impact Investing Division of Portfolio Resources Advisor Group, Inc. (PRAG) from September, 2011 to April, 2021. Harry was named to the PRAG Investment Committee in 2018. In April, 2021, Harry joined Sustainable Advisors Alliance, LLC as one of its founding partners. Harry resides in Saratoga Springs, NY with his wife Ellen and daughter Margo. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.
Harry is an Investment Adviser Representative (IAR) of Sustainable Advisors Alliance, LLC (SAA), an SEC Registered Investment Adviser. Registration with the US Securities and Exchange Commission does not imply a certain level of skill or training.Harry can be reached directly at 518-450-1755. SAA can be reached at 918-408-7981