A complete list of active advisors currently associated with Impact Investors

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

Impact Investors serves individuals, families, accredited investors, and organizations that want to integrate social and environmental values into their wealth plans. The firm offers discretionary and non‑discretionary investment management, ongoing and project‑based financial planning, mission‑aligned group retirement plan design (including 3(38) fiduciary services), and a bespoke private investment platform for accredited investors. Its investment process is driven by written investment policy statements, exclusionary screens, and model portfolios customized to client preferences, combining individual bonds, individual stocks, mutual funds/ETFs, and private investments. Bond portfolios are laddered for tax‑efficient income, equity allocations are diversified and optimized against broad benchmarks, and private investments are selected and monitored through third‑party due diligence and periodic reporting. Distinctive features include acting as adviser to a private fund with side‑by‑side management and referenced performance arrangements, and offering bespoke private deal sourcing and lifecycle administration for accredited investors — services that are less common for firms of this size. The brochure also discloses that a firm principal is licensed to sell insurance products and may receive commissions for those sales, a potential conflict the firm identifies and addresses in its policies.

To learn more about the advisors currently working at Impact Investors, 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 Investors's office locations.