Client Portal Access:

All Your Accounts in One Place

Welcome to your secure client portal. Use the links below to review your accounts, access reporting, or schedule a meeting with your advisor.

Schedule a Meeting

Already a client? Use the links to schedule an appointment. Please let us know if you would prefer to meet in person.

Impact Fiduciary Advisor: Patrick Dinan, CFP®, CSRIC® 
Impact Fiduciary Client Meeting with Patrick Dinan, CFP®, CSRIC®
Schedule a Meeting
Impact Fiduciary Advisor: Chris Mastro CFP® 
Impact Fiduciary Client Meeting with Chris Mastro, CFP®
Schedule a Meeting
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