A complete list of active advisors currently associated with Impact Financial

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

Impact Financial is a fee‑only investment adviser that provides wealth management, financial planning, investment management, and tax‑preparation services to individuals (including high‑net‑worth clients), trusts, estates, and small business owners. The firm manages roughly $25.8 million for a small client base and is supported by two advisors who deliver tailored advisory relationships. The firm’s investment approach is grounded in Modern Portfolio Theory and implemented with a factor‑based, smart‑beta framework that emphasizes low‑cost mutual funds and ETFs while retaining the flexibility to use individual securities and outside managers when appropriate. Financial planning is offered on ongoing, project‑based, or hourly terms and explicitly includes a Cross Border Financial Analysis for clients who live, work, or invest outside the United States. What is distinctive about Impact Financial compared with many peers is its meaningful non‑U.S. client presence and an articulated cross‑border planning service, an uncommon feature among supported firms. The advisory team also holds advanced planning credentials (including CFP®, CEPA®, and a Global Financial Planner Fellow designation) and coordinates tax preparation via third‑party specialists as part of its broader service offering.

To learn more about the advisors currently working at Impact Financial, 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.