A complete list of active advisors currently associated with Impact Capital Partners LLC

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

Impact Capital Partners LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, discretionary investment management, financial planning, and investment consulting for brokerage customers, implementing portfolios with mutual funds, ETFs, individual securities, and options. The firm constructs customized portfolios using diversified, low‑cost funds as a core and supplements them with individual stocks, bonds, and options where appropriate, pursuing primarily long‑term objectives while allowing tactical rebalancing. Impact Capital conducts internal due diligence, may utilize third‑party sub‑advisors for implementation, and employs multiple analytical approaches (fundamental, quantitative, technical, and sector analysis) to monitor and adjust client accounts. Distinctive aspects include that certain advisory personnel are also licensed insurance professionals who may sell insurance products and receive commission‑based compensation separate from advisory fees — a conflict the brochure discloses and addresses through client disclosure and policy. The firm also maintains an institutional relationship with Schwab (including economic benefits and documented start‑up reimbursements), provides consulting services to Mutual Securities brokerage customers, and — despite being founded in 2024 — reports over $625 million in assets under management across five advisors and roughly 230 clients.

To learn more about the advisors currently working at Impact Capital Partners 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.