James Osborn

Envest Asset Management, LLC


James Osborn

Envest Asset Management, LLC


As the owner of Envest Asset Management, LLC, a Certified B Corp and a fee-only financial planner, my focus is to offer unbiased financial advice that aligns your financial goals with your ethics. - James Osborn

Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country

James Osborn is a Ridgefield, CT fee-only financial planner. Envest Asset Management, LLC provides comprehensive and objective financial planning, investment management focused on ESG/SRI investments, and business retirement services to help to individuals, families, businesses, and non-profits organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Osborn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. As the owner of a Certified B Corp, James takes to heart of, "balancing purpose and profit ."

James Osborn is a fee-only financial planner at Evest Asset Management located in Ridgefield, CT.

An Entire Career Dedicated to Advance ESG/SRI

Envest Asset Management, LLC was formed as a grassroots effort to bring ESG/SRI practices to individuals, families, businesses, and non-profits. This came after a career that spanned from engineering to finance, which included environmental engineering, investment banking in social infrastructure, clean energy project lending, and, most recently, private equity investing in the clean energy space.

A Unique Perspective On ESG/SRI

I worked on all aspects of ESG/SRI. I look forward to educating clients in the space so that we can all make a positive impact together.

  • Engineering – Environmental: provided environmental site design for properties, aided in the design of various water and wastewater treatment system.
  • Investment Banking – Socially Responsible: member of a team that placed over a billion dollars in debt for social infrastructure projects.
  • Private Equity and Lending – Environmental, Governance, and Socially Responsible: Invested (debt and equity) in clean energy assets throughout the U.S. Many investments were located in rural areas that provided highly skilled jobs. A former member of the Board of Directors and Secretary of the Board for various privately-owned companies.
  • Non-Profit – Environmental, Governance, and Socially Responsible: Board of Directors for two non-profit organizations: the Ridgefield Education Foundation (“REF”) in Ridgefield, CT and Woodcock Nature Center (“WNC”) in Wilton, CT. REF raises capital to promote educational advancements in the Ridgefield Public School (“RPS”) system. WNC connects people to the habitats, plants, and animals of southwestern, CT through programs that build awareness, nurture understanding, and advance conservation.

A Little More About Me

Prior to launching Envest Asset Management, I worked at Energy Power Partners, a clean energy focused private equity fund. While the bulk of my finance career was spent there, I also worked in clean energy project finance lending for TD Securities and TD Bank. My finance career started as an investment banker in social infrastructure at UBS Securities placing municipal bonds for state and local governments and other municipal authorities. However, I cut my teeth in the ESG space when I started my career as an environmental engineer working in Long Island, NY and in upstate NY.

Outside of work, I am on the Board of Directors for REF and WNC. You may find me actively chasing my two kids around Ridgefield. Or you may find me running the streets throughout Wilton and Ridgefield as an avid distance runner. I also drive a hybrid vehicle.

I hold an MBA from the Simon Business School at the University of Rochester and a BSE in Chemical Engineering from Villanova (Go ‘Nova!). I’ve been engaged as a guest lecturer or panelist at various clean energy related conferences.

James Osborn is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

I launched Envest Asset Management with a background in environmental engineering, investment banking in social infrastructure, and debt and equity investing in clean energy. I found that many advisors (independent or brokerages) offering Financial Planning and Investment Management services were missing a third, critical component – ESG/SRI. Independent, fiduciary, fee-only, client obsessive – Envest Asset Management provides financial planning and investment management focused on ESG/SRI investments to individuals, families, businesses, and non-profits. Envest Asset Management and its clients understand grassroots social, environmental, and sustainability advocacy can force significant change, which can be accomplished through investing. Envest Asset Management helps clients make an even greater social impact while preparing for their financial future. Come join me on this journey to Invest for the Future and for the Future Environment.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Sustainable/ESG Investing
  • Alternative Investing

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Complimentary Sustainability/ESG Review

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Osborn is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    James Osborn is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact James Osborn

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Office Locations:

  • PO Box 701
    Georgetown, CT 06829

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