Harry Moran, CFP®, AIF® Sustainable Wealth Advisors

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About Harry Moran, CFP®, AIF®, CeFT®

Harry Moran is a 30-plus year veteran of the advisory profession. After beginning his career with as Regional Coordinator for an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant and Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC. Harry resides in Saratoga Springs, NY with his wife Ellen. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.

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Ideal Clients

  • Educators, Teachers, and Academics
  • Gen X
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
  • Women in Transition

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $175+/hr
  • Assets Under Management: 1.15%

SEC Records

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