Comprehensive financial planning and values-driven investing for people who want their money to mean something.
At Toler Financial Group, we provide comprehensive financial planning and values-driven investing. As an inclusive firm, our sustainable, client-focused portfolios reflect the issues that matter most to you.
Silver Spring, MD
Harness the power of your investments to effect change, build prosperity, and create an equitable, thriving world.
Our financial planning and investment management services help clients gain financial literacy, prioritize their goals, and move into the future with a sense of calm that comes with a good plan and trusted professionals guiding the path.
We take time to understand your unique goals and values, using advanced planning tools to tailor a comprehensive financial strategy that addresses your personal vision for the future and supports a positive social and environmental impact.
Toler Financial Group provides inclusive financial services tailored for women, progressives, people of color, and LGBTQ+ individuals. Our team is dedicated to serving diverse communities with integrity, independence, and a genuine understanding of varied experiences.
We focus on creating a welcoming, supportive environment for everyone in our community—because financial planning should be accessible, transparent, and aligned with who you are.
Your investments stay in alignment with your values—every dollar tracked, every holding reviewed.
Peace and clarity around your finances, with plain-language explanations and no jargon.
Confidence that what you've saved will get you through retirement and whatever comes next.
From comprehensive financial planning to values-aligned portfolio management, each service is tailored to your goals, your timeline, and the causes you care about most.
A tailored financial roadmap addressing your goals, cash flow, insurance, taxes, retirement, and estate. We build the plan, then walk it with you.
Sustainable portfolios designed to reflect the issues that matter most to you—human rights, gender equality, environmental protection, or criminal reform.
Confidence that what you've saved will get you through retirement. We model scenarios, optimize withdrawals, and stress-test every assumption.
Actively managed, globally diversified portfolios aligned with environmental and social governance criteria. Ongoing rebalancing and tax-loss harvesting included.
529 plan setup, college savings projections, and multi-generational education strategies that keep your family's future on track without sacrificing retirement.
Coordination with your attorney to ensure your documents, beneficiaries, and charitable intentions reflect your wishes and your values.
We serve women, progressives, people of color, and LGBTQ+ individuals with a genuine understanding of varied experiences. Our approach is built on three commitments that shape every plan we write and every portfolio we manage.
Fee-only, fiduciary advice. We don't earn commissions on products, so our recommendations serve you—not a sales quota.
As an independent firm, we choose from the full universe of investments, not a proprietary shelf. Your portfolio reflects your values, not a corporate menu.
We listen first. Every client walks in with a different story, and we build a plan that honors yours—without judgment or jargon.
From webinars on financial self-care to tips on everyday financial questions, our free community resources help build everyday prosperity for everyone in Silver Spring and beyond.
Free monthly sessions on financial self-care, retirement readiness, and values-driven investing. Recorded and available on demand for the community.
Browse Webinars →Plain-language articles answering everyday financial questions—from 529 plans to socially responsible screens—written for real people, not Wall Street insiders.
Read Articles →Toler Financial Group proudly supports organizations dedicated to an equitable, inclusive, and environmentally conscious world through our annual holiday party giving.
Our Partners →Whether you're planning for retirement, aligning your investments with your values, or just getting started— we'd love to hear your story. Book a complimentary introductory conversation and we'll help you find your next step.