Impact Financial

Overview

Impact Financial operates as an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee engagements, plus other fee arrangements. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its advisory activity centers on personalized planning and discretionary portfolio management rather than large institutional offerings or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices