Impact Financial Planners is a fee-only fiduciary financial advisory firm specializing in Sustainable, Responsible, Impact Investing (SRI) to maximize both financial return and social good.
Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm based in the US. As fiduciaries, they are solely dedicated to meeting client needs without receiving commissions or selling products.
The firm specializes in Sustainable, Responsible, Impact Investing (SRI), which combines screening, shareholder advocacy, and community investing. Services include investment management, retirement planning, tax planning, estate planning, and insurance analysis.
Fee-only fiduciary — no commissions, no product sales
Specialize in Sustainable, Responsible, Impact Investing (SRI)
Independent and objective
Comprehensive financial planning
Services
Sustainable, Responsible, Impact Investing (SRI)
Investment approach using positive and negative filters to select investments, shareholder advocacy, and community investing to generate both financial returns and social good.
Screening (positive and negative filters)Shareholder advocacyCommunity investing
Investment Management
Comprehensive investment management services aligned with SRI principles.
Portfolio managementSRI-aligned investments
Retirement Planning
Strategic retirement planning services.
Retirement strategy development
Tax Planning
Tax planning services integrated with investment strategy.
Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. They do not receive any commissions and do not sell any products — solely dedicated to meeting client needs as fiduciaries.
What is Sustainable, Responsible, Impact Investing (SRI)? +
SRI combines three components: screening (using positive and negative filters to select investments), shareholder advocacy (using shareholder rights to influence business direction), and community investing (providing credit, equity, capital, and basic banking products to underserved communities).
How is Impact Financial Planners compensated? +
They are fee-only fiduciaries — they do not receive commissions and do not sell any products. Their fee is based on the assets they manage.
What services does Impact Financial Planners offer? +
Services include investment management, retirement planning, tax planning, estate planning, and insurance analysis — all delivered with a focus on sustainable and responsible investing.
