A complete list of active advisors currently associated with Impact Advisors Group
Warmer can help you find a great advisor at Impact Advisors Group or one who fits your needs even better.
ImpactAdvisors Group serves individual and high‑net‑worth clients as well as employer plan sponsors, offering discretionary portfolio management alongside comprehensive ongoing financial planning and project- or hourly-based planning engagements. The firm also provides employee benefit plan advisory services for participant-directed retirement plans in addition to individualized investment management. The firm builds client-specific investment policies and manages accounts on a discretionary basis, and it may retain third‑party sub‑advisors when appropriate while monitoring their holdings, strategies, and compliance as part of its due diligence. Its stated investment framework combines Modern Portfolio Theory with a strong‑form Efficient Market Hypothesis stance and factor‑based thinking (Fama–French), while also referencing fundamental and charting analysis. Noteworthy for a three‑advisor practice founded in 2020, ImpactAdvisors pairs an ongoing, fixed‑fee planning offering with employer plan consulting, reflecting a broader service mix than many firms of similar size. The brochure also discloses that clients retain proxy voting responsibility and describes a formal process for selecting and overseeing sub‑advisors and recommending an institutional custody platform that provides research and operational support.
To learn more about the advisors currently working at Impact Advisors Group, 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.
You can also browse Impact Advisors Group's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Duxbury, MA
| 10
| |
Dedham, MA
| 15
| |
Duxbury, MA
| 14
|
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