Plum Street Advisors, LLC

Plum Street Advisors is a financial planning and investment firm with a focus on non-profits. Our professionals have served and/or currently serve as treasurer, board chair, and finance committee members for small and medium-sized non-profit entities.  We offer a holistic approach, including a road map that covers:

• Leading discussions with your board about cash management and long-term planning
• Creating your entity’s Investment Policy Statement
• Developing a strategic asset allocation for short and long-term assets
• Implementing investments through low-cost ETFs and index funds
• Considering use of socially responsible investments aligned with your mission