Plan Today for a Better Tomorrow

Fee-Only Fiduciary Financial Planning for People Who Want Clarity, Confidence, and Purpose

Personalized planning • Tax-efficient investing • Sustainable strategies
($400,000 minimum investment)

Schedule a Complimentary Call

or call 323-615-1427

Who This Is For

Individuals & families with $400k+ investable assets
Professionals seeking long-term financial clarity
Investors who value transparency & sustainability
Why Clients Choose Impact Fiduciary

Always a fiduciary — legally obligated to act in your best interest
Fee-only & transparent — no commissions, no product sales
Purpose-driven investing — align money with your values
Evidence-based planning — no market timing or guesswork
Comprehensive Financial Planning Services

Retirement & Financial Independence Planning
Investment Management & Portfolio Construction
Tax-Efficient & Sustainable Investing
Equity Compensation & Employer Benefits
Inheritance & Sudden Wealth Planning
Ongoing Monitoring, Rebalancing & Reviews

Schedule a Complimentary Call

What our clients are saying

“Add me to the list of people who agree that Patrick is a five-star financial consultant. I couldn't recommend him strongly enough.”

★★★★★
Laurence N.
“My wife and I have been working with Chris Mastro at Impact Fiduciary for only a few months, and our confidence in our financial situation has never been higher!”

★★★★★
Jeremy R.
“We cannot say enough good things about Patrick Dinan and Chris Mastro. Both of them exemplify the highest level of professionalism, honesty and expertise.”

★★★★★
Kat S.

What Happens Next

Schedule a complimentary 20-minute Discovery Call
Discuss your goals, priorities, and financial picture
See if we’re the right fit — no pressure, no obligation

At Impact Fiduciary, we help you align your goals, values, and wealth to achieve a lasting impact. Call us at 323-615-1427 or use the link below to schedule a complimentary Discovery Call.