IMPACT ADVISORS GROUP

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 Impact Advisors Group

Jon Bock

CPA, Candidate for CFP® Certification & Financial Advisor

Our Services

Financial Planning

Financial
Planning

Portfolio Management

College Planning

College
Planning

Business Planning

Business
Planning

Financial Education

The Retirement Savings Dilemma

Financial Education

The Retirement Savings Dilemma

Register for our FREE Reverse Mortgage Workshop

WEDNESDAY, OCTOBER 16th AT 11 AM

Join us for this informative workshop to learn more about Reverse Mortgages.

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