What Impact Advisors Group does

Impact Advisors Group LLC is a privately held, fee-based registered investment advisor (RIA) founded in 2020 and headquartered in Duxbury, Massachusetts, with additional offices in Dedham, Massachusetts and Warrington, Pennsylvania. The firm serves clients in four U.S. states (Massachusetts, Pennsylvania, Georgia, and New Jersey) and delivers fiduciary financial advisory services through four core offerings: Financial Planning, Portfolio Management, Business Planning (including exit and succession planning), and College Planning. Its primary customer segments are affluent individuals and families seeking comprehensive wealth management and business owners, entrepreneurs, and real estate owner/operators needing integrated personal-and-business financial planning, including exit and succession strategies.

The firm is led by a three-person advisory team: CEO Brandon Jordan (CFP, CEPA, CVGA, CLU, ChFC, EA, MSA, ex-Deloitte and prior energy-sector business owner), Director of Investments Chris Steward (CFA, RICP, Cambridge M.A., ex-Fidelity, Wellington Management, Putnam, Zurich Scudder), and Director of Financial Planning Matthew Williams (CFP, RICP, CASL, AEP, ex-civil engineer). The team pursues a 'Success Team' service model in which IAG coordinates with clients' existing CPAs, attorneys, and insurance agents to deliver integrated advice. Distribution is sales-led and direct-to-consumer, driven by a freemium top-of-funnel (free financial assessments and free value-gap assessments for business owners) backed by a content marketing engine spanning blog, video, and major social platforms, with consulting appointments scheduled via Calendly.

The firm's revenue model is built on recurring advisory fees, likely percentage-of-AUM and/or flat or hourly financial planning fees, though specific pricing is not publicly disclosed. The firm is a member of XY Planning Network (XYPN) for compliance and operational infrastructure. No proprietary technology platform, no AI/ML capabilities, no external capital, and no parent company were identified; IAG operates as an independent partnership of credentialed financial professionals.

Name

Impact Advisors Group

Legal name

Impact Advisors Group LLC

Website

https://impactadvisorsgroup.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Impact Advisors Group is a registered investment advisor founded in 2020 that delivers fiduciary financial planning, portfolio management, business exit planning, and college planning to affluent individuals, families, and business owners across four U.S. states. The boutique firm operates from three offices in Massachusetts and Pennsylvania and is led by a three-advisor team with institutional and Big 4 pedigrees.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

Keywords

• Financial planning services
• Wealth management advisory
• Investment portfolio management
• Retirement planning services
• Business exit planning

Headquarters

HQ city

Duxbury

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: As a registered investment advisor, the firm likely generates revenue through advisory fees, which may include percentage-of-assets-under-management (AUM) fees, flat fees, or hourly consulting fees for financial planning services. Specific fee structures are not publicly disclosed on their website.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Impact Advisors Group is a fiduciary registered investment advisory firm providing personalized financial planning, investment portfolio management, business planning/exit planning for business owners, and college planning services. The firm serves individuals, families, and business owners through credentialed advisors (CFP, CFA, CEPA) across Massachusetts, Pennsylvania, Georgia, and New Jersey, with complimentary financial assessments used to attract prospects.

Product overview

Impact Advisors Group offers a suite of fiduciary financial planning and wealth management services through four core offerings: Financial Planning, Portfolio Management, Business Planning, and College Planning. The firm provides complimentary assessment tools for both individuals (Free Financial Assessment) and business owners (Free Value Gap Assessment) to help clients evaluate their financial standing. All services are delivered by credentialed advisors holding CFP®, CFA®, and CEPA® designations, with a focus on fiduciary advice for clients in Massachusetts, Pennsylvania, Georgia, and New Jersey.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that helps individuals and families make informed decisions about retirement, taxes, estate planning, long-term care, and overall financial situation.
• Portfolio Management Investment management service focused on strategic asset allocation, diversified portfolios, and evidence-based investment strategies to help clients achieve long-term financial goals.
• Business Planning Advisory service for business owners and entrepreneurs covering exit planning, succession planning, value gap analysis, buy-sell agreements, and business succession strategies.
• College Planning Education savings and college planning service covering 529 plans, FAFSA financial aid guidance, scholarship strategies, and overall college cost planning for families.
• Free Financial Assessment (Individual) A complimentary financial assessment tool offered to individuals to evaluate their current financial situation and identify areas for improvement; serves as a lead generation tool for the firm.
• Free Value Gap Assessment (Business) A complimentary assessment for business owners that identifies the gap between their current business value and desired exit value; serves as a lead generation tool for the firm's Business Planning service.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• XY Planning Network (XYPN)coreStrategic or Co-development PartnerImpact Advisors Group is a member of XY Planning Network (XYPN), a membership network for financial advisors. XYPN provides compliance programs, technology stack, and industry thought leadership content. This membership supports their practice with best-in-class compliance and operational infrastructure.
• CPAs, Attorneys, and Insurance Agents (Success Team)coreStrategic or Co-development PartnerThe firm works collaboratively with top professionals including CPAs, Attorneys, and Insurance Agents as part of their 'Success Team' approach, providing integrated financial planning services to clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Carson Group: Large RIA and advisor support platform serving independent financial advisors and their clients. Comparable in serving individual investors and business owners through affiliated advisory firms, though at materially larger scale and broader product breadth.
• Fidelity Wealth Services: Large incumbent wealth advisory arm of Fidelity Investments serving individual investors and families with portfolio management and financial planning. Comparable in fiduciary advisory offerings and target customer segment, with substantially greater scale and brand recognition.
• Edelman Financial Engines: Large RIA providing financial planning, investment management, and workplace financial wellness to individuals and business owners nationwide. Comparable in serving similar target segments through a fee-based advisory model, with substantially greater scale and infrastructure.
• Creative Planning: Large independent RIA serving affluent individuals, families, and business owners with comprehensive financial planning, investment management, and wealth advisory services. Comparable in target clientele and breadth of offerings, but operating at much greater scale.
• Charles Schwab Wealth Advisory: Large incumbent wealth advisory offering from Charles Schwab serving individual investors with portfolio management and financial planning. Comparable in core service offering but at much greater scale, lower fee structure, and integrated custody.

Direct peers

• XY Planning Network: Membership network of fee-only financial advisors serving similar mass-affluent and business owner clients. Impact Advisors Group is an XYPN member, which provides compliance, technology, and operational infrastructure to support boutique RIA practices comparable in scale and target market.
• Personal Capital: Hybrid digital and human-advisor wealth management platform serving affluent individuals with financial planning, investment management, and retirement tools. Overlaps with IAG on target customer, fiduciary advisory model, and integrated financial planning offering.
• Facet Wealth: Tech-enabled flat-fee financial planning and investment advisory firm serving mass-affluent individuals and families nationwide. Directly comparable in target customer (middle-market individuals), fiduciary model, and integrated financial planning approach.

Emerging players

• Harness Wealth: Newer digital wealth advisory platform targeting high earners, entrepreneurs, and business owners with integrated financial planning, tax, and investment services. Comparable in business owner focus and integrated service offering, though with a digital-first delivery model.

Others

• LPL Financial: Largest independent broker-dealer and RIA custodian in the US, providing technology, compliance, custody, and operational support to thousands of independent financial advisors and RIAs. Relevant as ecosystem infrastructure that comparable boutique RIAs rely on, though not a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCV4SSdpojUMs0HsWM8eK8gw
• Facebookfacebook.com/impactadvisorsgroupllc
• LinkedInlinkedin.com/company/impactadvisorsgroupllc
• Instagraminstagram.com/impactadvisorsgroup

Compliance12 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Impact Advisors Group