Live in a world of your creation.
What is the future that you will design?
Wealth and investment advisors for people who desire a brighter future.
What is the future you desire?
A future where women are safer at work.
In 2019 Adasina Capital led a campaign to end the American practice of forced arbitration for sexual assault and sexual harassment at work, with investors representing $54 Billion in assets signing a statement in support. Within two years, H.R. 4445 Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act was introduced in the U.S. House of Representatives and became federal U.S. law in 2022. Learn more.
You are being directed to a third party website that is unaffiliated with Bright Advisors LLC. All material (including third-party content) was developed from sources believed to be reliable, but accuracy and completeness are not guaranteed.
A future where data is private and secure.
In 2016 MSCI removed the company Equifax from its ESG index due to cybersecurity controls. Less than a year later, Equifax announced a data breach, negatively impacting all involved, from users to shareholders, demonstrating that cybersecurity controls have material impact on company performance. Investors would be wise to include them in their portfolio allocations. Learn more.
You are being directed to a third party website that is unaffiliated with Bright Advisors LLC. All material (including third-party content) was developed from sources believed to be reliable, but accuracy and completeness are not guaranteed.
A future where our natural environment is protected.
In 2024, in response to a shareholder proposal filed by Green Century and Boston Common Asset Management, Costco committed to publishing a comprehensive deforestation assessment and action plan with a consideration for the first-ever no-deforestation target. Learn more.
You are being directed to a third party website that is unaffiliated with Bright Advisors LLC. All material (including third-party content) was developed from sources believed to be reliable, but accuracy and completeness are not guaranteed.
A more democratic future.
Democracy Investments allows you to invest in countries that score higher on Democracy and further away from Authoritarian considering factors like electoral process and pluralism, civil liberties, functioning government, political participation, and political culture. Investing this way decreases the capital access of authoritarian governments. Learn more.
You are being directed to a third party website that is unaffiliated with Bright Advisors LLC. All material (including third-party content) was developed from sources believed to be reliable, but accuracy and completeness are not guaranteed.
A future where consumers are protected.
False reviews on Yelp increased 93% between 2019 and 2020. Yelp now publishes a trust and safety report and policies to ensure consumers and businesses are alerted and protected against activity attempting to mislead. Learn more.
You are being directed to a third party website that is unaffiliated with Bright Advisors LLC. All material (including third-party content) was developed from sources believed to be reliable, but accuracy and completeness are not guaranteed.
We will work with you to build a bespoke portfolio that reflects your goals, interests and ambitions.
Explore Our Services
We will work with you to build a bespoke portfolio that reflects your goals, interests and ambitions.
Explore Our Services
What Our Clients Say
“Working with Jen has completely changed the way I think about money and make financial decisions.”
Since working with her, I’ve taken career moves I wouldn’t have otherwise, paid off debt, purchased two homes, and increased our savings and investment account balances. We do all these things with confidence now knowing that we have a competent and compassionate advisor in our corner.
– Ashley
Client since 2018
“I interviewed a litany of advisors before finding Jenifer.”
All advisors seem to have a limited sphere of vision or understanding. It’s like they find a discrete system and then specialize within narrow parameters. They seemed to be all simple market, cookie cutter allocations into bonds and equities. Jen will listen to your specific needs and interests and tailor allocations to, and for you. She will gladly explain things well, and in my case, multiple times. She also looks to the future of investing, not simply what has worked in the past, a discipline which I believe will benefit me and my portfolios. I’m more than happy, to have chosen her in my search, I’m fortunate.
– David
Client since 2020
“I run a social impact business and care a lot about how our current financial system is inequitable.”
Managing to grow within a system while trying to improve it is tough, and Jenifer completely understands how to close the gap between what I value and how to grow my impact through my financial choices and planning. Her financial savvy and values integrity makes her approach to financial planning and financial well-being unique, nuanced, and refreshing, especially if you care about the way your money impacts the world. Couldn’t recommend a better person for anyone’s financial future planning!
– Christina
Client since 2020
These testimonials were provided voluntarily and without any form of compensation.
What Our Clients Say
“Working with Jen has completely changed the way I think about money and make financial decisions.”
Since working with her, I’ve taken career moves I wouldn’t have otherwise, paid off debt, purchased two homes, and increased our savings and investment account balances. We do all these things with confidence now knowing that we have a competent and compassionate advisor in our corner.
– Ashley
Client since 2018
“I interviewed a litany of advisors before finding Jenifer.”
All advisors seem to have a limited sphere of vision or understanding. It’s like they find a discrete system and then specialize within narrow parameters. They seemed to be all simple market, cookie cutter allocations into bonds and equities. Jen will listen to your specific needs and interests and tailor allocations to, and for you. She will gladly explain things well, and in my case, multiple times. She also looks to the future of investing, not simply what has worked in the past, a discipline which I believe will benefit me and my portfolios. I’m more than happy, to have chosen her in my search, I’m fortunate.
– David
Client since 2020
“I run a social impact business and care a lot about how our current financial system is inequitable.”
Managing to grow within a system while trying to improve it is tough, and Jenifer completely understands how to close the gap between what I value and how to grow my impact through my financial choices and planning. Her financial savvy and values integrity makes her approach to financial planning and financial well-being unique, nuanced, and refreshing, especially if you care about the way your money impacts the world. Couldn’t recommend a better person for anyone’s financial future planning!
– Christina
Client since 2020
These testimonials were provided voluntarily and without any form of compensation.