A complete list of active advisors currently associated with Impact Advising

Warmer can help you find a great advisor at Impact Advising or one who fits your needs even better.

Impact Advising provides internet-based financial education and guidance to individual clients, using online questionnaires and live internet sessions to assess financial acumen, risk preferences, and long-term objectives. The firm facilitates individualized investment plans and periodic financial coaching so clients can implement and reassess their own strategies. Its recommendations are informed by lifecycle analysis and proprietary assessment tools drawn from the firm’s research, with an emphasis on age-appropriate asset allocation and long-term dollar‑cost averaging rather than short‑term market timing. Economic, political, and tax considerations are incorporated into guidance, and the firm relies on periodic touchpoints and structured educational materials to support client decision‑making. Distinctively, Impact Advising does not custody client assets or execute trades on clients’ behalf; instead it delivers guidance and ongoing education through subscription access and website-based content. The firm’s combination of proprietary questionnaires, live seminars/workshops, regular educational touchpoints, and an algorithmic recommendation process is atypical among investment-manager peers.

To learn more about the advisors currently working at Impact Advising, 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
Jason Stiles	Miami, FL	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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