Investment advice for the 21st Century
In today's investment climate our clients predominantly request help from us with managing their investments with the future in mind.
Many investment advisors utilize an investment process known as the Modern Portfolio Theory ("MPT") started by economist Harry Markowitz, who introduced its core concepts in his seminal 1952 paper, "Portfolio Selection." However, the "MPT" theory does not cater to investors concerned with downside risk.
Technology has revolutionized everything in our lives over the last 25 years. We believe that it should also change (or modernize) how we look at managing money.
While we are still guided by what has come before, we do things differently at Impact Financial Advisors and we would love to show you what we mean.
Products and services. Aligned with your priorities.
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.
