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.
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 collaborates with top professionals such as CPAs, Attorneys and Insurance Agents to help clients maximize the impact of their Success Team.
At Impact Advisors Group, we work with individuals, business owners and business executives.
Because our clients engage us to serve as their thinking partners, we have committed ourselves to being “The Best at Getting Better.”
Each Impact Advisors Group team member who provides advice to clients has completed the requirements to obtain the Certified Financial Planner (CFP®) certification. The CFP® certification is generally recognized as the highest standard in the personal financial planning industry. Each of our team members also pursues additional subject matter specific credentials (e.g. investing, insurance, tax, retirement income planning, etc.) to enhance our ability to identify and address client specific challenges and client specific opportunities.
We believe that knowledge AND experience benefits our clients.
At Impact Advisors Group, we believe that making decisions from a position of confidence improves the odds of achieving a desired outcome. We feel that the most IMPACTful element of financial planning comes from the financial planning process itself.
Our belief at Impact Advisors Group is that by engaging in the financial planning process, clients will develop greater confidence and clarity when making financial decisions on behalf of their family. We also feel that more confident decisions often lead to better decisions. Further, we believe that better decisions often lead to better outcomes.
Impact Advisors Group is committed to our clients receiving financial guidance from advisors who have a fiduciary obligation (under all circumstances) to clients. This is why all of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals.
As fiduciaries, we have a legal obligation to put the client’s best interests first, including before our own compensation. Our goal is to build the foundation of our client relationships through trust and transparency by taking this fiduciary approach.
Each of our advisors at Impact Advisors Group is a member of the National Association of Personal Financial Advisors (NAPFA). Since 1983, NAPFA has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.
Our planning process at Impact Advisors Group is implemented through two phases that we like to call the The Impact Plan and The Impact Phase.
The purpose of The IMPACT Plan is to make sure we are running the right race and then develop an adaptable road map to improve the odds of arriving at the destination safely and on time. During The IMPACT Phase, we begin your trip AND help you enjoy the journey by enhancing clarity and confidence.
Certified Financial Planner (“CFP”)
Chartered Financial Consultant (“ChFC”)
Chartered Financial Analyst (“CFA”)
Retirement Income Certified Professional (“RICP”)
Certified Value Growth Advisor (“CVGA”)
Certified Exit Planning Advisor (“CEPA”)
Chartered Life Underwriter (“CLU”)
Investment Adviser Representative (“IAR”)