Impact Advisors Group
Impact Advisors Group
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      • Financial Planning
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Impact Advisors

The Best At Getting Better

Our purpose is equip clients to make important decisions from a position of confidence so that they may have a meaningful, positive, and enduring IMPACT on their family, their community, and themselves.


Because our clients engage us to serve as their thinking partners, we have committed to being "The Best at Getting Better."  


To evidence this commitment, Impact Advisors Group team members have obtained the following credentials to enhance their ability to provide value to clients.  

Certified Financial Planner ("CFP")

Each Impact Advisors Group team member that provides advice to clients has completed the requirements to obtain the CFP® certification.    The CFP® certification is generally recognized as the highest standard in the personal financial planning industry.


What is a CFP and how does it impact me?

Chartered Financial Consultant ("ChFC")

What is a ChFC and how does it impact me?

Chartered Financial Analyst ("CFA ")

What is a CFA and how does it impact me?

Retirement Income Certified Professional ("RICP")

What is a RICP and how does it impact me?

Certified Value Growth Advisor ("CVGA")

What is a CVGA and how does it impact me? 

Certified Exit Planning Advisor ("CEPA")

What is a CEPA and how does it impact me? 

Chartered Life Underwriter ("CLU")

What is a CLU and how does it impact me?

Investment Adviser Representative ("IAR")

What is an IAR and how does it impact me? 

For Your Business, For Your Family, For You


 Impact Advisors Group LLC (“[IAG]”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.  The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.  Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Impact Advisors Group disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.  IAG does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall IAG be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if IAG or a IAG authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. 




Copyright © 2020 Impact Advisors Group

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