Our Firm

Three Corners Capital was founded in 2008.  

We are a financial planning and investment advisory firm that is independent and fee-based. We always put our clients’ interests first.

In addition to traditional financial planning, we specialize in charitable planning and socially responsible, sustainable, and impact investing.

The “three” corners represent our goal to create a triple bottom line which impacts people, the planet and profit.

Our company firmly believes that operating a “good” business is good business and we are engaged by clients across the country as a result.

Three Corner’s Capital relies not only on our experienced and knowledgeable team, but our clients also benefit from the access to our national planning team network and professional affiliations such as the US SIF: Forum for Sustainable and Responsible investment.