A complete list of active advisors currently associated with ImpactFi

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

Impact FI LLC is a California-registered investment adviser that provides wealth management, investment management, and ongoing financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Its services include portfolio management, donor-advised fund administration, estate-planning referrals, tax preparation and planning, and educational seminars for groups. The firm builds individualized portfolios using strategic and tactical asset allocation, blending active and passive approaches and applying fundamental, technical, and quantitative analysis within a modern portfolio theory framework. When clients request values-based investing, ImpactFI incorporates ESG research, positive and negative screens, and can construct customized portfolios or deploy third‑party sub‑advisors (TAMPs) to implement specific models. ImpactFI is notable among independent advisers for explicitly serving charitable organizations and managing donor-advised funds alongside individual client accounts, a service mix that is less common in its peer group. The firm also integrates planning, tax-preparation support, and educational programming into its advisory offering, delivering coordinated philanthropic and financial planning to a compact, closely managed client base.

To learn more about the advisors currently working at ImpactFi, 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.