Our Firm

Who We Are and What We Stand FOR

“I feel it is my personal social responsibility to help my client reach their financial goals according to their own values” -Mecky Kessler-Howell

Kristi L. Avery

AIF®, CSRIC™, Partner

231.933.4396

231.929.9612

Kristi is an Accredited Investment Fiduciary®, Chartered SRI Counselor™, Registered Principal, & founding Partner of FOR Investment Partners. Securities & Investment Advisory Services through LPL Financial

“If you can do both well and good with your investments, the question is not why, but why not?” -Kristi Avery

Kristi L. Avery

AIF®, CSRIC™, Partner

231.933.4396

231.929.9612

kavery@wisdirect.com

Kristi is an Accredited Investment Fiduciary®, Chartered SRI Counselor™, Registered Principal, & founding Partner of FOR Investment Partners. Securities & Investment Advisory Services through LPL Financial