Impact Advisors Group

Impact Advisors Group Our mission is to equip clients to make important financial decisions from a position of confidence. We call this a "Success Team."

OUR PURPOSE

Our purpose is equip clients to make important financial decisions from a position of confidence so that they may have a meaningful, positive, and enduring IMPACT on their family, their community, and themselves. THE IMPACT OF A TEAM

Impact Advisors Group believes that when we choose to surround ourselves with good people that have chosen to become best-in-class at their chosen pur

pose, then there is no limit to what we can accomplish together. FACEBOOK DISCLOSURES

Clicking the Like button is not a testimonial for or endorsement of Impact Advisors Group or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. “Like” is not meant in the traditional sense. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, since they are strictly prohibited by securities regulators. Please note that we must delete such posts, since this is a regulatory requirement. If you wish to convey an opinion to us, please send an email to [email protected]. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. IImpact Advisors Group LLC (“[IAG]”) is a registered investment advisor offering advisory services in Massachusetts, Pennsylvania, Georgia, and New Jersey. Impact Advisors Group LLC only conducts business in states where it is properly registered or is excluded or exempted from registration. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Impact Advisors Group disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. IAG does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall IAG be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if IAG or a IAG authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. IAG is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. IAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to IAG’s web site or incorporated herein, and takes no responsibility thereof.

Will or trust? For many families, the answer may actually be both. Understanding how each fits into your estate plan can...
09/04/2026

Will or trust? For many families, the answer may actually be both. Understanding how each fits into your estate plan can help ensure your assets, beneficiary designations, and family goals are all working together.

Will versus trust decisions affect probate, privacy, guardianship, and inheritance. Learn how to choose estate planning tools that fit your family's goals.

Your cash flow can tell you a lot about your financial life, but it may also say something about your priorities. In our...
09/01/2026

Your cash flow can tell you a lot about your financial life, but it may also say something about your priorities. In our latest blog, IAG CEO Brandon Jordan explores how intentional financial planning can help align the way you use your resources with the life you want to build.

Explore how intentional financial planning can help align your cash flow, priorities, and wealth with the life and impact you want to create.

08/29/2026

A will and a living trust do different jobs. Understanding that distinction is one of the best places to start when thinking about an estate plan.

08/27/2026

A will and a living trust are not interchangeable.

A will can direct how property should be distributed, name an executor, and allow parents to nominate a guardian for minor children. A living trust can provide additional control during life, address incapacity, and potentially help assets avoid probate.

This video explains the differences and why the right estate plan may involve more than choosing just one document.

A strong portfolio isn’t built on predictions, it’s built on principles. Our evidence-based approach combines academic r...
08/27/2026

A strong portfolio isn’t built on predictions, it’s built on principles. Our evidence-based approach combines academic research, thoughtful diversification, and risk management to help you invest with greater confidence for the long term.

Impact Advisors Group offers fiduciary financial planning services in the regions of Duxbury, Massachusetts, and Warrington, Pennsylvania.

A financial plan is one part of the process. Financial planning is what keeps it relevant. At Impact Advisors Group, we ...
08/20/2026

A financial plan is one part of the process. Financial planning is what keeps it relevant. At Impact Advisors Group, we work with clients on an ongoing basis to review changes, revisit priorities, and adjust the roadmap when needed.

Impact Advisors Group offers fiduciary financial planning services in the regions of Duxbury, Massachusetts, and Warrington, Pennsylvania.

College planning comes with plenty of questions. Your financial aid outlook should not be one of them. My College Money ...
08/17/2026

College planning comes with plenty of questions. Your financial aid outlook should not be one of them.

My College Money Report provides a customized look at three critical factors families should understand before navigating the college funding process. 🎓

Our purpose at Impact Advisors Group is to equip clients with insight that helps them make important decisions from a position of confidence....

At Impact Advisors Group, we believe that when we choose to surround ourselves with good people who have chosen to becom...
08/14/2026

At Impact Advisors Group, we believe that when we choose to surround ourselves with good people who have chosen to become best-in-class at their chosen purpose, there is no limit to what we can accomplish together. We call this a “Success Team.”

Impact Advisors Groups collaborates with top professionals such as CPAs, Attorneys and Insurance Agents to help clients maximize the impact of their Success Team.

Impact Advisors Group offers fiduciary financial planning services in the regions of Duxbury, Massachusetts, and Warrington, Pennsylvania.

A successful business should create options for its owner. Impact Advisors Group helps business owners identify risks, s...
08/11/2026

A successful business should create options for its owner. Impact Advisors Group helps business owners identify risks, strengthen transferable value, and build a strategy designed to support both the business today and the transition that may come tomorrow.

Impact Advisors Group offers business planning services for clients in Massachusetts, Pennsylvania and New Jersey.

The question may not be whether artificial intelligence changes the world, but which companies ultimately capture the ec...
08/07/2026

The question may not be whether artificial intelligence changes the world, but which companies ultimately capture the economic value it creates. For long-term investors, that uncertainty can make a diversified approach especially important.

AI may transform the world, but today’s market leaders may not deliver tomorrow’s best returns. See why diversification still matters for investors.

Address

253 Lake Shore Drive
Duxbury, MA
02332

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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