IMPACTfolio®

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.