Finally, stop second-guessing your financial decisions
We Help Tech Professionals Trade Financial Complexity for Clarity
Optimize your comp | Invest with purpose | Make work optional
Trusted by employees at
What our clients are saying
-
Comprehensive Financial Planning
Your tech career created opportunity — now it’s time to maximize it. Impact Fiduciary simplifies stock options, RSUs, 401(k)s, IRAs, Backdoor Roth strategies, estate and tax planning, insurance, and more— so you can focus on what’s next. We build powerful, straightforward plans that make your money work smarter — and get you to financial freedom faster
-
Investing at the Intersection of Disruption and Sustainability
Align your values with your portfolio and invest in a better future! Impact Fiduciary avoids ethically challenged industries from the last century while using a time-tested, diversified strategy.
Discover What’s New About Us!
Staying on the Path Advisor Patrick Dinan holds firm on his belief in sustainable investing.
“It’s really still the early days of sustainable investing,” Dinan says. “And people love the idea of making a difference.”
From Client to Advisor: Chris Mastro’s Journey to Impact Fiduciary
January 22, 2025 • Altruist • Season 1 • Episode 86
In this episode of The Advisor Journey, hosts Jason Wenk and Dasarte Yarnway sit down with Chris Mastro of Impact Fiduciary to discuss his unique path to becoming a financial advisor. Starting as a client inspired by his own advisor’s impact, Chris made the leap into financial planning after a creative career in photography and operations. Learn how Chris’s blend of empathy, problem-solving, and a passion for sustainable investing fuels his practice, plus his advice for career changers aspiring to make a difference. Whether you're an advisor or just curious about the field, this episode is packed with insight and inspiration.
