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

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

Impact Wealth Management serves individual and high‑net‑worth clients with investment management, comprehensive and project-based financial planning, financial coaching, and special needs planning. The firm operates as a fee-only adviser and provides discretionary portfolio management as part of its ongoing planning relationships. The firm’s investment approach emphasizes modern portfolio theory and predominantly passive portfolio construction using mutual funds and ETFs, with the option to incorporate socially responsible (ESG) considerations when requested. Portfolios and plans are tailored to clients’ goals, risk tolerance, and tax considerations, and clients may impose reasonable investment restrictions in writing. Noteworthy differences from many peers include a billing model built around fixed and project fees rather than a standard percentage-of-assets billing approach, and a practice of offering educational seminars and speaking engagements in virtual or in-person formats. The firm also highlights a formal special‑needs planning service and published authorship on retirement topics, and its advisory team includes planners with professional credentials while one adviser discloses an active outside insurance brokerage role.

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