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Financial Impact Advisors logo — Live your life by design, not by default.

Financial Impact Advisors

Live your life by design, not by default.

Founded 1963 United States Fort Atkinson, United States 7 employees Financial Services, Wealth Management

General Information

Company Name Financial Impact Advisors
Founded Year 1963
Location United States Fort Atkinson, United States +1
Employees 7
Industries Financial Services, Wealth Management
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About Financial Impact Advisors

Financial Impact Advisors is a veteran in the financial services and wealth management industries, having been founded in 1963. The company's slogan "Live your life by design, not by default" underscores its focus on holistic wealth management. Their True Wealth Approach emphasizes that wealth is not just about a balance sheet but about a balance in life, encompassing everything that money can't buy and death can't take away. Their services extend beyond financial planning, combining creativity and innovation to help clients pursue a higher purpose for their wealth and create a lasting legacy for their families. The firm offers investment advisory services through CWM, LLC, and is part of Carson Partners, a nationwide partnership of advisors. While the headquarters location and details of the last investment and investors are not provided, the company's dedication to comprehensive wealth management and innovative solutions are apparent in its approach.

Taxonomy: Wealth Management, Financial Planning, Investment Advisory, Legacy Planning, Family Office Services, Comprehensive Approach, Specialized Services, Innovation, Industry Knowledge, Retirement Planning, Trusted Advisor, Securities Regulation, Financial Stability, Estate Planning

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Financial Impact Advisors Alternatives & Competitors

Financial Impact Advisors vs
Main Street Financial Life Advisors, LLC®
Main Street Financial Life Advisors, LLC® United States

Enhanced wealth management and personal financial planning services.

8 employees
Financial Services, Real Estate
Financial Impact Advisors vs
Strategic Financial Management
Strategic Financial Management United States

140 Cooper Drive, 2nd Floor Augusta, GA 30907

4 employees
Financial Services, Wealth Management
Financial Impact Advisors vs
Brian Armstrong, CFP®
Brian Armstrong, CFP® United States

Managing Director, Partner, & Wealth Advisor at Carson Wealth

1 employees

FAQ About Financial Impact Advisors

Live your life by design, not by default.
Financial Impact Advisors was founded in 1963.
Financial Impact Advisors is headquartered in Fort Atkinson, United States.
Financial Impact Advisors operates in the following industries: Financial Services, Wealth Management.
Financial Impact Advisors has approximately 7 employees.
Top alternatives and competitors to Financial Impact Advisors include Main Street Financial Life Advisors, LLC®, Strategic Financial Management, Brian Armstrong, CFP® , Heritage Financial Partners, LLC, SRQ Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Financial Impact Advisors and Main Street Financial Life Advisors, LLC® are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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