Products and services. Aligned with your priorities.
Impact Advisors are comprehensive financial professionals and highly prefers to have a deep, complete relationship with their clients. But because each client’s situation and preferences are different, they offer three ways that clients can choose to engage with them: DEDICATED PLANNING SERVICES. Some people feel more comfortable navigating money matters with a co-pilot. As your financial professional, we evaluate your current financial situation, identify potential gaps and recommend strategies to address your needs and support your long-term plans. Whether you’re focused on one or two specific areas, or considering many aspects of your financial life, we create a holistic plan customized to you. Dedicated Planning Services can be provided on a one-time or ongoing basis. Fees for this service depend on several factors. We will provide a cost estimate after learning more about your situation and the scope of your request. MANAGED ACCOUNTS PROGRAM Our managed accounts program can help keep you on track with your investment goals by offering investment advice with personalized service. A managed account is an investment account that is owned by you, selected to fit your needs and managed on your behalf. We offer discretionary and non-discretionary managed accounts, allowing you to choose how involved you want to be with investment decisions. SOLUTIONS-BASED STRATEGIES We offer a wide array of solutions-based strategies to help you attain your financial goals.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
