Asset Management

Managing your investments to maximize returns while minimizing risk to meet your individual goals and risk tolerance.

We custom build a unique portfolio for each client and use a variety of investment options to meet your needs. 

The investment options we use include:

  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Individual Stocks and Bonds
  • Structured Products such as Market Linked CD’s and Buffered Notes
  • Alternative Investments such as Illiquid Alternative Holdings and Liquid Alternative Funds

Impact Financial Planners manages assets at Charles Schwab & Co Inc and Folio Investing.

We are fee only financial advisors, so we do not get any commissions and we do not sell any products. Most financial advisors receive commissions for the investments they recommend, even when charging a management fee. We avoid this conflict completely by working on a fee only basis.

Our fees are based on the amount of assets we are managing. Our simple, transparent fee structure ensures our clients know exactly what they are being charged.

We are happy to meet with you to review your current investments or to discuss creating a customized portfolio. You can schedule a free meeting to discuss options both virtually and at our office locations.

Investment Review & Management


Analyze your current portfolio


With you, construct an individualized diversified portfolio


Evaluate as many scenarios as needed


Regularly review and re-balance

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

Get a free Sustainable, Responsible, Impact Investing Guide

Sri ebook cover portrait 232x300

Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

Powered by ConvertKit
Share This