What if your money could do more than grow? What if it could heal and restore?
Welcome to Holistic Finance — a space where financial strategy meets soulful integrity. Where capital is not just allocated, but stewarded with intention. Where you’re not just a client, but a co-creator of a more beautiful world.
We believe today’s financial system is largely unconscious. It rewards short-term gains over long-term flourishing, prioritizes quarterly returns over planetary health, and often leads even the most well-intentioned investors to unknowingly support industries that conflict with their deepest values.
Holistic Finance was founded for those who are ready to live — and invest — differently.
We work with individuals who are deeply aware, morally attuned, and ready to become active stewards of their wealth. Our mission is to help you align your money with the future your heart knows is possible.
Whether you’re navigating an inheritance, transitioning from a business, or stepping into financial agency for the first time, we walk with you — offering clarity, care, and deep respect for what truly matters.
Your values aren’t vague. Your portfolio shouldn’t be either.
At Holistic Finance, we believe:
Money is never neutral — it funds the systems that either nourish or diminish life
Portfolios should reflect values, not just risk profiles
Regeneration must take precedence over extraction
Financial planning is most powerful when it honors legacy and continuity
True partnership is built on mentorship, clarity, and compassion — never shame
Those who sense how the world is shaped by capital — and who feel a growing discomfort with a financial system that prioritizes extraction over regeneration. Those who believe their wealth should be in harmony with their conscience.
Our clients often:
If this sounds like you, you’re not alone. You’ve found your financial partners.
Working with Holistic Finance means more than receiving financial advice. It means entering into a values-aligned partnership grounded in trust, curiosity, and care.
Here's what we can offer:
Custom Investment Portfolios aligned with your ethics, aspirations, and long-term vision.
Comprehensive Financial Planning integrating purpose, legacy, lifestyle, and holistic wellbeing.
Private Investment Opportunities thoughtfully sourced and available to both accredited and non-accredited investors, where aligned.
Mentorship & Financial Education to support your journey toward fluency, confidence, and spiritual coherence in your financial life.
Minimum investment to begin: $100,000
If you’re not there yet, we welcome you into our learning community through free resources, events, and financial education.
At Holistic Finance, we believe that building wealth should never come at the expense of your values. That’s why we offer tailored financial guidance and strategies that reflect your ethics, empower your goals, and support the world you want to help shape.
We build custom, values-aligned portfolios with transparent strategies and regenerative opportunities, so your investments reflect your ethics and serve your vision without compromise.
We craft living financial plans rooted in your values, purpose, and legacy—integrating retirement, cash flow, risk, and estate strategies to support a life of clarity, contribution, and evolving vision.
We provide access to carefully vetted, mission-led private opportunities—rooted in social and ecological benefit—for both accredited and, when possible, non-accredited investors ready to move beyond public markets with purpose.
More than a transaction, this is a partnership rooted in care, where you're supported with education, technology, and a dedicated team—offering guidance without judgment, and mentorship grounded in respect.
We listen and care about you and helping to make your money reflect and realize your needs, goals and values.
“Zack Geist is a true wizard at working the system to the advantage of those who might otherwise be its victims.”
“Zack Geist a man who has truly seen it all - from the Bay Area projects to the lush, sustainable landscapes of his Hawaiian sanctuary.”
Zack Geist founded Holistic Finance after building a trusted student loan advisory firm with a strong national reputation. As an investor and entrepreneur — not a licensed advisor — Zack saw that even those freeing themselves from debt were often still invested in the very systems causing harm.
He is the founder of multiple multi-million dollar organizations that are 100% impact companies. Zack has been focused on deploying his capital to other impact investments to continue the work that is needed in our times.
His journey isn’t a tale of conventional success. It’s about refusing to separate money from meaning. And that same spirit now lives at the heart of Holistic Finance — carried forward by a team of licensed professionals who are here to guide you with skill, soul, and sincerity.
Holistic Finance LLC (dba Holistic Finance) is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Advisory services offered only in jurisdictions where registered or exempt. Information on this site is for educational purposes only and is not investment advice. Past performance is not indicative of future results. View our Legal Disclaimer and Privacy Policy.
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