A complete list of active advisors currently associated with Higher Impact Financial, LLC

Warmer can help you find a great advisor at Higher Impact Financial, LLC or one who fits your needs even better.

Higher Impact Financial serves individuals and high‑net‑worth clients with discretionary and non‑discretionary portfolio management alongside financial planning and consulting. Its planning services explicitly include tax planning, retirement‑plan consulting and assistance with employer‑sponsored retirement accounts, and the firm may recommend or use third‑party managers and TAMP arrangements. The firm tailors strategies to client objectives, time horizon, and risk tolerance, using asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchases, and it conducts suitability reviews and risk profiling for each account. Implementation is carried out through qualified custodians (including Altruist, Charles Schwab, and Axos) and the firm performs due diligence when recommending outside managers. Founded in 2024 and managing roughly $9.7 million, the firm is a solo‑advisor practice whose principal discloses outside business activities — bookkeeping services and part‑time securities instruction — each limited to about 25% of his time. The brochure also discloses referral arrangements (for example with a payroll provider) and non‑cash professional services exchanges as potential conflicts of interest, and the firm does not vote client proxies, leaving voting to clients.

To learn more about the advisors currently working at Higher Impact Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Eric La Nier	Riverside, CA	7

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