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

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

Impact Financial, LLC provides fee-only wealth management, comprehensive financial planning, and tax preparation services to individual clients, including high-net-worth individuals. The firm is a small, independent advisory practice managing roughly $29.4 million for about 40 clients and offers both ongoing and one-time planning engagements. The firm describes a portfolio construction approach grounded in asset allocation and Modern Portfolio Theory, blending passive and active strategies and managing accounts on a discretionary basis where authorized. Financial planning services are delivered in multiple formats — ongoing, a JumpStart one-time plan, and hourly engagements — with written plans, goal-setting, and periodic monitoring provided to clients. Notably, the brochure highlights that the firm integrates tax return preparation and client education into its service mix and offers educational seminars or workshops and one-time fixed-fee planning products, features that are less common among solo independent advisers. The firm’s principal holds CFP® and CPA-related credentials, and the practice emphasizes tailored, documented financial plans and client education as part of its ongoing service model.

To learn more about the advisors currently working at 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.