Financial Advisors
Denver, CO
IMPACTfolio is a Denver-based financial advisory firm specializing in flat-fee-only financial planning and impact investing. They manage portfolios (core and explore models) and provide comprehensive financial planning services including retirement planning, Social Security analysis, tax planning, education planning, and estate planning. Their investment philosophy centers on Environmental, Social, and Governance (ESG) criteria—evaluating companies across planet, people, and profit metrics—to deliver both financial returns and measurable positive impact.
Ideal for: Impact-conscious investors, ESG-focused professionals, retirees planning Social Security and tax strategy, business owners seeking holistic financial planning
Service area: Denver and surrounding Colorado areas; nationwide virtual services
Flat-Fee-Only Model: Transparent, annual retainer pricing with no commissions, eliminating conflicts of interest and ensuring advice is purely client-focused.
Impact Investing Core Philosophy: ESG analysis is embedded in all portfolios, not an optional add-on—evaluating companies on environmental responsibility, social impact, and governance practices to align investments with values and drive long-term performance.
Comprehensive Financial Planning: Holistic planning services cover retirement, tax optimization, Social Security strategy, education planning, risk management, and estate planning alongside customized portfolio management.
Address: 44 Cook St #100, Denver, CO 80206
Phone: (844) 218-3800
Website: impactfolio.co
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