Brighton Jones Achieves B Corp Milestone in Mission To Transform Wealth Management
Leading wealth manager’s certification marks shift toward purpose-driven financial services.
Brighton Jones, a wealth management firm dedicated to helping clients align their time and money with their values and passions, is proud to announce its certification as a B Corporation. This prestigious designation underscores the company’s commitment to building a future where prosperity and purpose go hand in hand.
Brighton Jones’ B Corp designation was awarded after a comprehensive evaluation of the firm’s social impact, business practices, and commitment to transparency. Among more than 9,000 B Corp-certified companies worldwide, less than three percent operate within the investment advisory industry, making Brighton Jones part of a select group of purpose-driven wealth management firms. This distinction affirms their dedication to ethical operations and long-term, sustainable commitments to clients, teammates, and the communities in which they live and work.
B Corp certification requires companies to meet rigorous standards across five key areas: governance, workers, customers, community, and the environment. For wealth management firms, the process particularly scrutinizes client-focused practices, ethical investment approaches, and community engagement. Brighton Jones demonstrated exceptional performance, achieving an overall B Impact Assessment score of 103.5, and they are already using their assessment as a tool to find opportunities for improvement.
“We are proud to be among a select group of firms within our industry to hold a B Corp designation, which we see as recognition of our commitment to bringing about positive change in the world,” said Jon Jones, CEO of Brighton Jones. “From donating one percent of revenue and two percent of our time to charity to maintaining a diverse and engaged workforce, to supporting our global nonprofit partners, we have always strived to hold ourselves to a higher standard.”
The certification further validates Brighton Jones’ transformative approach to wealth management, emphasizing the integration of financial success, social impact, and mindful, emotional, and social intelligence through a mental fitness program they’ve created called MESI. This approach is evident in the firm’s comprehensive client services, including their pioneering Personal CFO model and recently introduced Wealth Alignment framework, which helps clients live more purposefully by ensuring their financial decisions are guided by their passions and values. By engaging their clients and teammates individually and as a community, they create opportunities to leverage their collective knowledge, time, and resources to drive more thoughtful and impactful action.
“Brighton Jones’ purpose is to make the world a better place by helping clients, colleagues, and our global community live richer lives, and this B Corp designation is an important way in which we translate that into action,” said April Kyrkos, Chief Operating Officer at Brighton Jones. “Amplifying our impact in the world starts with guiding more people to make choices with intention. Our core mission is to help people align their time and money with their values and passions so they can live more purposeful lives.”
The firm’s commitment to positive impact is demonstrated through several key initiatives:
- Our 1-2-100 Commitment dedicates 1% of revenue to vetted organizations making measurable social or environmental impact; 2% of our collective time to community service; and 100% participation and unlimited paid time off for volunteering.
- A structured charitable giving program that donates 1% of all revenues to vetted organizations, making a measurable social or environmental impact.
- Matching employee charitable donations and providing employees with an opportunity to advocate for the nonprofit organizations of their choice.
- An active employee volunteer program that generated 11,200 volunteer hours in 2024, supported by an unlimited time-off policy for community service.
- Comprehensive workplace initiatives including JEDI (Justice, Equity, Diversity, and Inclusion) and MESI (Mindful, Emotional and Social Intelligence) trainings, employee resource groups, and accessible and gender-inclusive facilities.
- Their nonprofit Richer Life Foundation, which empowers clients to achieve more meaningful and sustainable impact on critical and systemic issues.
- The #OneTeam for Kenya impact fund, which has provided sustainable support for three organizations in Kenya that serve severely at-risk children and their families since 2016.
About Brighton Jones
Brighton Jones is one of the country’s fastest-growing wealth management firms, with over $26 billion in assets under advisement and 4,000 clients. The firm’s mission is more than growing and protecting wealth — it’s about empowering you to live a richer life by aligning your resources with what matters most to you. Brighton Jones can fill the role of our clients’ Personal CFO, advising on all aspects of the balance sheet and providing a holistic financial picture.
Media contacts:
- Stephanie Dressler / Julia Seebode
- Dukas Linden Public Relations
- brightonjones@dlpr.com