A complete list of active advisors currently associated with Impact Wealth Group

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

Impact Wealth Group provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, preparing written Investment Policy Statements that reflect each client’s goals, time horizon and risk tolerance. The firm’s advice covers a range of investment vehicles, including mutual funds, ETFs, fixed income, real‑estate funds and annuities, and it directs some clients to third‑party advisers for retirement benefit plan management. The firm typically manages accounts on a discretionary basis under written IPSs, using a mix of charting, fundamental, quantitative and technical analysis with a long‑term trading orientation, and conducts regular portfolio monitoring and periodic reviews. For retirement plans the firm has entered into an arrangement with a third‑party manager and requires clients to use a specified institutional custodian for execution and custody. A notable feature is that the firm’s principal also operates an affiliated insurance agency and is licensed to sell insurance products, which creates a potential conflict of interest because insurance recommendations can generate commission‑based compensation. The firm discloses these relationships, says it periodically reviews recommendations to assess for objectivity, and also discloses that it receives compensation from third‑party advisers when directing clients to outside retirement plan managers.

To learn more about the advisors currently working at Impact Wealth 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.

Name	Location	Years of experience
Ryan Mc Lin	Fort Worth, TX	6

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