Our story
Silvergrove FinPsych Institute emerged from a simple observation: financial plans fail not for lack of spreadsheets, but for lack of alignment between attention, emotion, and values. Our founders—licensed therapists, researchers, and CFP® professionals—began designing courses to bridge this gap with structure, language, and ethics.
Mission
Empower advisors and ambitious individuals to make calm, values-aligned financial decisions under uncertainty.
Method
We synthesize behavioral research into worksheets and facilitation scripts that reduce cognitive load without oversimplifying complexity.
Ethics
We prioritize informed consent, realistic expectations, and psychologically safe learning environments. We do not promise returns.
Timeline
Pilot workshops on money scripts and decision-making biases for local advisor firms.
Curriculum expanded to communication frameworks, anxiety-aware planning, and ethical influence.
Full catalog launched with self-paced, live cohort, and certification tracks.
Team
Dr. Mara Ellison
Licensed psychologist and researcher in decision science. Leads curriculum design and supervision.
James Park, CFP®
Advisor and educator focused on planning under uncertainty and client communication scripts.
Nora Campos, PCC
ICF-certified coach specializing in values clarification, habit design, and facilitation ethics.
Our Code of Conduct
Open the Ethics & Safety Policy
- Educational purposes only; no investment, medical, legal, or tax advice.
- Confidentiality in peer exercises; anonymize case material.
- Respect for diversity, identity, and financial background.
- Evidence-based claims with citations in course notes.