Impact Financial

Overview

Impact Financial is a small, independent RIA that focuses on serving individual and family clients with discretionary portfolio management and financial planning. The firm runs actively managed client relationships — nearly all of its reported $25.8M in assets are discretionary — and leans heavily on pooled public funds and mutual funds as the primary vehicle for client exposure. Its advisory services include ongoing financial planning and portfolio management for individuals and small businesses, and its billing model combines percentage-of-AUM fees with hourly and fixed-fee arrangements. Investment practice emphasizes diversified, manager-driven solutions rather than bespoke, security-level trading. Impact Financial does not identify as an active ESG investor and is not registered as a multi-state adviser, even though it maintains a presence in more than one state. For investment execution and custody the firm relies on a small set of mainstream custodians, with the bulk of assets held at one primary custodian.

Assets & Accounts

Investments & Alternatives

Location & Offices