ImpactAdvisor LLC is a wealth manager, specializing in Sustainable Investing. We build ultra-tailored investment portfolios to fit with your long-term financial and personal goals, which includes investing in companies that share your values. Our offering includes a ranged of services from personalized index portfolios to comprehensive wealth management and financial planning to sustainable 401(k) plans.

Keywords: Sustainable Investing, Wealth Management, Asset Management, Financial Advisor, ESG, Direct Indexing, Impact Investing, 401k, 401(k), IRA, Roth, Private Equity, Vegan, Low carbon

Sector: Service with Minor Environmental Footprint
Size: 1-9 employees

B Corp Certified – Impact Score: 94.2