A new way to build wealth
Invest according to your moral compass
Honestly’s proprietary portfolio builder lets you align your investments with your values. Back what you believe in and exclude what you don't, we make it as easy as that.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Professionally guided investment | Registered with the sec | Client assets held at:
A new way to build wealth
Invest according to your moral compass
Honestly’s proprietary portfolio builder lets you align your investments with your values. Back what you believe in and exclude what you don't, we make it as easy as that.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Professionally guided investment | Registered with the sec | Client assets held at:
A new way to build wealth
Invest according to your moral compass
Honestly’s proprietary portfolio builder lets you align your investments with your values. Back what you believe in and exclude what you don't, we make it as easy as that.
Your Portfolio
$13,579
S&P 500
$11,901
14.10%
Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Professionally guided investment
Registered with the sec
Client assets held at:
2100+
Member of XYPN a network of 2100+ independent financial advisors.
24/7
24/7 Access to Charles Schwab trading technology and account infrastructure.
$0
Get started today, no minimum investment required
2100+
Member of XYPN a network of 2100+ independent financial advisors.
24/7
24/7 Access to Charles Schwab trading technology and account infrastructure.
$0
Get started today, no minimum investment required
2100+
Member of XYPN a network of 2100+ independent financial advisors.
24/7
24/7 Access to Charles Schwab trading technology and account infrastructure.
$0
Get started today, no minimum investment required
Traditional Investing is broken
One size fits all doesn't fit anyone
Pre-packaged portfolios, funds, and ETFs often include companies you’d rather avoid – big oil, fast fashion, or tobacco – even when they claim they don’t.
Honestly empowers you to exclude industries that don’t match your values and focus on the ones that do.
We handle the research and portfolio building, keeping investing simple, so you get a portfolio that reflects what you believe in.
Traditional Investing is broken
One size fits all doesn't fit anyone
Pre-packaged portfolios, funds, and ETFs often include companies you’d rather avoid – big oil, fast fashion, or tobacco – even when they claim they don’t.
Honestly empowers you to exclude industries that don’t match your values and focus on the ones that do.
We handle the research and portfolio building, keeping investing simple, so you get a portfolio that reflects what you believe in.
Traditional Investing is broken
One size fits all doesn't fit anyone
Pre-packaged portfolios, funds, and ETFs often include companies you’d rather avoid – big oil, fast fashion, or tobacco – even when they claim they don’t.
Honestly empowers you to exclude industries that don’t match your values and focus on the ones that do.
We handle the research and portfolio building, keeping investing simple, so you get a portfolio that reflects what you believe in.
Build wealth flexibly and with peace of mind. Get started for free.
1
Set your values via easy onboarding
Choose the industries, practices, or issues you don’t want your money to support. In just a few seconds, you’ll get a custom portfolio ready for input.
2
Get your custom portfolio
See exactly which companies you’ll be investing in based on negative screening. No vague ESG scores. No surprises.
3
Meet your personal advisor
If you’d like to move forward you can do so on your own, or with the support of an expert who gets to know your goals.
4
Watch your wealth accumulate
Track how your investments perform, and how closely they align with what matters to you. Full transparency, clear data, total visibility.
Build wealth flexibly and with peace of mind. Get started for free.
1
Set your values via easy onboarding
Choose the industries, practices, or issues you don’t want your money to support. In just a few seconds, you’ll get a custom portfolio ready for input.
2
Get your custom portfolio
See exactly which companies you’ll be investing in based on negative screening. No vague ESG scores. No surprises.
3
Meet your personal advisor
If you’d like to move forward you can do so on your own, or with the support of an expert who gets to know your goals.
4
Watch your wealth accumulate
Track how your investments perform, and how closely they align with what matters to you. Full transparency, clear data, total visibility.
Build wealth flexibly and with peace of mind. Get started for free.
1
Set your values via easy onboarding
Choose the industries, practices, or issues you don’t want your money to support. In just a few seconds, you’ll get a custom portfolio ready for input.
2
Get your custom portfolio
See exactly which companies you’ll be investing in based on negative screening. No vague ESG scores. No surprises.
3
Meet your personal advisor
If you’d like to move forward you can do so on your own, or with the support of an expert who gets to know your goals.
4
Watch your wealth accumulate
Track how your investments perform, and how closely they align with what matters to you. Full transparency, clear data, total visibility.
Honestly, it's time to fix the system
Honestly
ESG Funds & ETFs
Financial Advisors
Robo-Advisors
Custom portfolio based on your personal values
See every company you invest in
Full control over where your money goes
Simple, values-first experience
Transparent, 1% flat fee
Honestly, it's time to fix the system
Honestly
ESG Funds & ETFs
Financial Advisors
Robo-Advisors
Custom portfolio based on your personal values
See every company you invest in
Full control over where your money goes
Simple, values-first experience
Transparent, 1% flat fee
Professionally guided investment | Registered with the sec | Client assets held at:
Professionally guided investment | Registered with the sec | Client assets held at:
Professionally guided investment
Registered with the sec
Client assets held at:
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer your existing accounts
We can help you transfer and consolidate existing accounts from other institutions.
Keep track of your portfolio performance
Monitor your financial performance and social impact whenever you'd like
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer your existing accounts
We can help you transfer and consolidate existing accounts from other institutions.
Keep track of your portfolio performance
Monitor your financial performance and social impact whenever you'd like
Choose from 14+ industry categories
Invest in what you believe in, without the guesswork
Transfer your existing accounts
We can help you transfer and consolidate existing accounts from other institutions.
Keep track of your portfolio performance
Monitor your financial performance and social impact whenever you'd like
Why choose honestly?
The best of both worlds
Independent advice. Professional infrastructure.
Honestly was built to make values-based investing accessible, transparent, and straightforward.
Client assets are held at Charles Schwab, so you always know your money is secure and never in our hands. We are a member of the XY Planning Network (XYPN), which connects us to a community of independent, fee-only financial advisors. Manage your portfolio online anytime, with advisor support available when you need it.
Why choose honestly?
The best of both worlds
Independent advice. Professional infrastructure.
Honestly was built to make values-based investing accessible, transparent, and straightforward.
Client assets are held at Charles Schwab, so you always know your money is secure and never in our hands. We are a member of the XY Planning Network (XYPN), which connects us to a community of independent, fee-only financial advisors. Manage your portfolio online anytime, with advisor support available when you need it.
FAQ
What is Honestly and how does it work?
Is Honestly a real, regulated financial service?
How is Honestly different from just buying an ESG fund?
Do I need to be an experienced investor to use Honestly?
What industries can I exclude from my portfolio?
Is there a minimum investment to get started?
FAQ
What is Honestly and how does it work?
Is Honestly a real, regulated financial service?
How is Honestly different from just buying an ESG fund?
Do I need to be an experienced investor to use Honestly?
What industries can I exclude from my portfolio?
Is there a minimum investment to get started?
FAQ
What is Honestly and how does it work?
Is Honestly a real, regulated financial service?
How is Honestly different from just buying an ESG fund?
Do I need to be an experienced investor to use Honestly?
What industries can I exclude from my portfolio?
Is there a minimum investment to get started?
Put your money where your values are
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals. Custom portfolio. Total transparency. Built to perform. This is ethical investing on your terms.
Put your money where your values are
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals. Custom portfolio. Total transparency. Built to perform. This is ethical investing on your terms.
Put your money where your values are
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals. Custom portfolio. Total transparency. Built to perform. This is ethical investing on your terms.
Advisory services are offered through Honestly Financial LLC, an investment adviser registered with the Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where Honestly Financial LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.