Impact Fiduciary

Patrick has been our financial advisor for years and we couldn't be happier with his advice, his personal care and knowledge. We have always felt very comfortable and confident that he has the best interest for our finances, while investing in clean and renewable energy and good ethical companies. He's also help us set up our will and trust and our retirement accounts so we feel better about our family's financial future. I can not recommend Patrick and Impact Fiduciary enough.

We've been working with Chris as our fiduciary financial advisor, and the experience has been outstanding. Chris truly listens to our financial goals and provides clear, tailored advice that aligns with our family?s needs. He explains everything in a way that's easy to understand, and we never feel pressured into making decisions. His knowledge, professionalism, and dedication to helping us build a stable financial future are invaluable. We highly recommend Chris to anyone looking for trustworthy, personali

I have been working with Chris at Impact Fiduciary for about a year now, and am really pleased with not only the financial outcomes, but also the level of care, kindness, and professionalism in his approach. I really appreciate all the tools that have been passed along to me and the personalized plans and guidance. I feel listened to and have learned a lot about personal finances, at all levels. I also am glad to know that my investments are aligned with my values and that I can trust where my dollar is goi

It's been a joy working with Chris. There is clear communication and trust in our meetings. He makes you feel confident and safe about your decisions while trying to move the needle forward, maximizing your earning potential. After all he's a fiduciary or wizard so he's sworn by law (or magic) to protect your assets at all costs. My husband and I are very happy with our progress and only wish we met with him sooner. Anybody would be lucky to work with him and ultimately call him a friend.

I interviewed about 8+ financial advisors or attorneys (for estate planning) over the past couple of years and after every meeting, there was always doubt in moving forward based on the interactions. [ Enter Chris with Impact Fiduciary ] Our initial meeting with Chris was unlike any other meeting; there was no pressure, he accurately reflected our priorities, was entirely patient and present with all of our questions, and knowledgeable in a unique way that was empathetic to our needs. He's also astute in

Our experience with Chris Mastro and his team at Impact Fiduciary has been excellent. Chris is knowledgable, thorough and insightful, and we're very happy with the holistic approach he's taken to building a long-term financial plan with us. Chris is also an excellent communicator ? we've never felt uncomfortable asking him a question, and appreciate that he is always happy to dive into anything we want to explore. It makes such a difference, and we're so happy with the progress we've made. We look forward t

Chris helped us craft a financial plan that suited our specific needs. We felt like he listened to what was important to us and every step of the way made sure we understood what we were doing. Chris is diligent, knowledgeable and professional. We are so grateful we have a trust set up now and our investments are easy to track. My wife and I are thrilled and would highly recommend working with Chris and Impact if you are looking for an exceptional financial advisory team with a personal touch.

I've been collaborating with Chris Mastro from Impact Fiduciary for nearly a year now, and I'm consistently impressed by his patience and clarity. Being in my late 20s, I'm still fairly green when it comes to investing. However, Chris has a way of making the entire process less intimidating, always taking the time to break down any queries I may have. He consistently provides valuable insights, making it easier for me to understand how to grow and conserve my finances. His expertise has not only enhanced m

Working with Chris has been fantastic from day one - highly recommend! He has a wealth of knowledge in his field and shares this knowledge in a kind, helpful way. Every meeting with Chris felt productive; we made so much progress on my financial goals in such a short time. Thank you, Chris!

My husband and I have been working with Chris Mastro at Impact Fiduciary for the past year and it has completely empowered us and given us a clear vision for our future. We can't say enough great things about the experience! Chris is incredibly personable, knowledgable, and attuned to our goals. From the get-go, he took the time to understand our nuanced income picture, risk tolerance, short and longterm financial dreams -- plus our lifestyle and interests -- and built a growth plan specifically for us. He

I don't want my financial well-being to depend on the market performance of companies that contradict my personal values. Impact Fiduciary's emphasis on environmental sustainability and avoidance of investments that create harm aligns with my values, reflects how people's priorities are changing; while also delivering good returns. Additionally, the Impact Fiduciary team excels in customer service. As someone new to investing and long-term financial planning, I need some hand-holding. I have personally ex

So grateful to Chris Mastro at Impact Fiduciary for assisting me in getting my finances in order. I was overwhelmed and on the fence about talking to a financial planner, but the process has been nothing but seemless and empowering. ??He has helped me roll over and set up multiple new accounts, literally walking me through every step with ease. He has been managing my portfolio and I have already seen a substantial increase with my investments in only a few months. He has given me great advisement based on

I cannot recommend working with Impact Fiduciary more, specifically with Chris Mastro, who took my wife and I on with such a thoughtful and thorough approach that we knew we were in good hands. After an initial meeting and on-boarding, Chris assessed our current situation, our needs and ? most importantly ? our goals and worked to get us on a path that would achieve them. He does his research with precision and familiarizes himself with whatever it is that excites us as investors, while also having our bes

Chris is so knowledgeable and fun to work with. What could be an overwhelming and intimidating process is easy and accessible thanks to his insight. We've also seen meaningful growth in the short period we've been with Impact. Can't recommend enough!

Worked with Chris M. for almost 2 years and he was able to get my finances on track. From student loans to side-job income, he made it easy to put together a plan to make the most of my money - 10/10

In the couple years I've been working with Patrick Dinan, his guidance and expertise have increased my wealth and given me a roadmap for continued growth. He is also simply a pleasure to work with, explaining complex concepts without condescension and always with a sense he genuinely cares about a plan that is right for my specific goals.

I've been working with Patrick for a few years and would recommend him highly. He's trustworthy, insightful, and patient. So glad I found him.

Patrick and his team at impact fiduciary are great, honest and trustworthy. Ive been a client for 4 year with many more to come.