Greenvest

Greenvest is a Financial Planner in Montpelier, VT, located at 90 Main St Suite 309. The firm provides personal consulting on socially and environmentally responsible investing, offering a universe of socially responsible investment options to support client beliefs. It serves individuals, young professionals, and businesses, including non-profits seeking socially responsible retirement plans. The firm offers one-on-one SRI consulting, social investment screening based on individual values, asset allocation planning, retirement plan optimization, and customized portfolio creation. Services also include ongoing portfolio monitoring and rebalancing, tax-efficient management, shareholder advocacy and proxy voting advisory, and community investing. The firm maintains low account size minimums and allows clients to choose their fee structures.

The Montpelier office features Craig R. Walker, a lifelong Vermonter and deep environmentalist who previously taught in public school before becoming a socially responsible Financial Advisor. He holds Series 7, 63, and 65 registrations, along with a Registered Investment Advisor Representative license and a Life Insurance Producers License. Walker graduated from Castleton University with a BS and is dedicated to helping clients achieve financial and social goals. Harrison Wustefeld, who holds a BA from the University of Vermont’s Grossman School of Business and an MBA from its Sustainable Innovation MBA Program, focuses on sustainable business practices and green energy investments. Wustefeld holds SIE and Series 65 registrations and is a Registered Investment Adviser Representative.

Todd M. Walker, a registered SRI advisor since 2004, founded Greenvest and served as President until December 2025, when he passed leadership to his son Craig. Todd joined the firm in 2017 after working as the Vermont office manager for Progressive Asset Management. The firm operates offices in Vermont, Western Massachusetts, and the San Francisco area, providing unbiased investment selection and a broad array of socially responsible product choices.

Greenvest operates with no customer reviews and a 0.00 rating. The firm is known for its specialized focus on socially responsible investing and its team of advisors with backgrounds in education, sustainability, and finance.

Greenvest combines deep local roots in Vermont with a specialized approach to socially responsible investing, helping Montpelier clients align their finances with their environmental and social values.

Greenvest is situated on Main Street in Montpelier, just steps from the intersection with State Street. The office is within a short walk of local landmarks including the Montpelier Fire Station, Lost Nations Theater, and City Center.

BizScoreAI awarded the business a Schema and Structure score of 100 out of 100, which ensures AI assistants and search engines clearly understand the firm's offerings. The Performance score of 93 out of 100 reflects fast website loading speeds that keep visitors engaged and aid search engine ranking. BizScoreAI also notes that the firm ranks number 1 of 5 Financial Planner businesses scored in Montpelier.