IMPACT RETIREMENT ADVISORS

Overview

Impact Retirement Advisors is an independent, individually owned registered investment adviser that positions itself as a retirement- and income-focused manager for both high-net-worth individuals/families and institutional clients. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting-style services and the selection of third-party advisers. The firm reports active ESG investing and describes itself as a capital allocator, indicating a willingness to place client capital with external managers when appropriate. Investment implementation leans heavily toward pooled public funds and mutual funds as the core vehicle set, with an emphasis on constructing plan- and household-level solutions rather than concentrated single-stock strategies. Fee arrangements include asset-based percentage fees and fixed-fee engagements, supporting both ongoing portfolio management and plan consulting or project work.

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Investments & Alternatives

Location & Offices