For Your Business, For Your Family, For You

Impact Advisors Group | Duxbury Massachusetts | Warrington Pennsylvania

Our Purpose

Our purpose at Impact Advisors Group is to equip clients with insight that helps them make important decisions from a position of confidence. Our goal is to enable our clients to have a meaningful, positive and enduring IMPACT on their family, their community and themselves.

Building A Success Team

At Impact Advisors Group, we believe that when we choose to surround ourselves with good people who have chosen to become best-in-class at their chosen purpose, there is no limit to what we can accomplish together. We call this a “Success Team.”

Impact Advisors Groups works collaboratively with top professionals such as CPAs, Attorneys and Insurance Agents to help clients maximize the impact of their Success Team.

5 Biggest Mistakes That Investors Make

5 Biggest Mistakes That Investors Make

What are some of the most common mistakes that investors make, and what actions can you take to help get onto a better pathway towards financial success? Find out by downloading our free investors guide. 

MEET Our Team

Brandon Jordan

Brandon Jordan

CFP®, CEPA®, CVGA®, CLU®, MSA, EA & CEO a.k.a. BBQ Enthusiast

Chris Steward

CFP®, CFA®, RICP®, M.A. (Cantab) & Director of Investments a.k.a. Captain

Matthew Williams Impact Advisors Group

Matthew Williams

CFP®, RICP®, CExP®, CASL® & Director of Financial Planning a.k.a. Mr. Civil

Aly Stadelmann

FPQP® & Director of Impact a.k.a. The Detective

Jon Bock, CPA

Jon Bock

CPA, Candidate for CFP® Certification & Financial Advisor

Our Services

Financial Planning


Portfolio Management

College Planning


Business Planning


Financial Education

The Retirement Savings Dilemma

Financial Education

The Retirement Savings Dilemma