Impact Communications, Inc.
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Impact Communications Clients include Independent Financial Advisors, RIAs, IBDs, Custodians, Industry Consultants and WealthTech Partners


​At Impact Communications, we are proud to partner with some of the most innovative and influential leaders in the financial services industry. Our clients include independent financial advisors, wealthtech pioneers, and top-tier organizations dedicated to shaping the future of wealth management. Together, we amplify their voices, elevate their brands, and drive meaningful impact.​
Below is a representative list of clients Impact Communications has served over the years, organized alphabetically by name, using three categories: ​Book Authors and ​Industry Influentials​; Financial Services Firms ​and Institutions; and​ Financial Planning ​and ​Investment Advisory Firms.

If you are a part of the financial services industry and/or fiduciary financial advisor community, we welcome your inquiry. We work with firms of all sizes and would be delighted to speak with you. ​Every client engagement is delivered with white-glove service, by dedicated, experienced team members who understand your goals and objectives.  Unlike other firms that compete against Impact Communications, our clients are more than just an "account" to us. We become an embedded part of your team, producing results on an outsourced basis more quickly and effectively than most internal-only team structures.
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Book Authors and
​Industry Influentials​


  • Lee Eisenburg
  • ​Ray Sclafani
  • Travis Parry
  • Derrick Kinney
  • Sheryl Garrett
  • Tim McCarthy
  • Susan Bradley
  • ​George Kinder
  • Ron Carson
  • Julie Littlechild
  • ​Haleh Moddasser
  • Dennis Stearns
  • ​Kathy Longo
  • Rick Ferri
  • Megan Gorman
  • ​Ted Jenkin
  • ​Sue Stevens
  • ​​Michael Kay
  • Bill Keen
  • Brett Ellen
  • Jim Lange
  • Stephen Wershing
  • Wayne von Borstel
  • Karen Lee
  • Don Patrick
  • ​Karen Ramsey
  • Mark Clure
  • Dr. Margit Cox Henderson
  • Dr. Oonagh McDonald
  • ​Dr. Ed Jacobson
  • ​Carolyn Rosenblatt, RN
  • Gordon Bernhardt
  • Bob Veres
  • Joel Bruckenstein
  • David Drucker
  • ​Dick Wagner
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Financial Services Firms ​and
Institutions​


  • 38Compliance
  • Adhesion Wealth
  • AdvisorEngine
  • Advisor Impact
  • Advisor Partners
  • ​Advisor Software
  • Advisory World
  • Advyzon - Core Platform
  • ​Advyzon - Investment Management
  • Advyzon - Auria
  • Advyzon - Institutional
  • Advyzon - Enterprise
  • Aging Investors
  • AICPA / PFS Division
  • Alliance of Comprehensive Planners (ACP)
  • Allianz Life Insurance Co. of North America
  • American Term Life Insurance 
  • AssetBook
  • Asset-Map
  • ATA Riskstation
  • Atria / CUSO
  • ​AZELLA Advisor
  • BAR Financial
  • ​Blue Vault
  • ​BLX Internship
  • BX Partners ​
  • ByAllAccounts
  • Capital Preferences
  • ​Carson Coaching
  • Carson Group
  • Carson Institutional 
  • Cetera Financial Network
  • Chantico Global
  • ​Chantico Technology
  • cleverDome
  • ​Clients Blackbox
  • Clientwise Training & Coaching System
  • CoastalOne / Coastal Equities
  • Cooper McManus
  • CopyTalk
  • Covisum
  • Crux Wealth - M&A 
  • DADS Teknology Inc. 
  • ​Dialektic Consulting
  • Dimensional Fund Advisors (DFA)
  • DMAC Consulting Services
  • Docupace
  • Dunham & Associates ​
  • ​Dunham & Associates Investment Counsel
  • Efficient Advisors
  • ​Elements Planning Platform
  • Equita Financial Network
  • ​eValuator / Siimpl
  • Everplans
  • Exemplar Financial
  • ​Ezra Group
  • ​FeeOnlyNetwork.com
  • fi360
  • FCI (Financial Computer)
  • Fidelity Institutional
  • FinaMetrica
  • Finance of America - Reverse
  • Financial Computer Inc.
  • Financial Planning Association (FPA)
  • FPA of Massachusetts
  • Financial Workshops
  • FinMason
  • Finology
  • First Ascent
  • FocusPoint Solutions
  • fpPathfinder
  • Garrett Planning Network
  • Gladstone Wealth Group
  • Hanson McClain Network
  • Heartland Education Network
  • Heritage Institute
  • Holistiplan
  • Horizon Investments
  • Idea Decanter
  • Incedo, Inc.
  • Indyfin
  • Inneskirk Global
  • Insider's Forum
  • Institute for the Fiduciary Standard
  • Integrated Financial Partners / The Consortium
  • Interactive Advisor Software (IAS)
  • InterGen Data
  • ​International Performance Group
  • ​Intervallum Technologies
  • InvestaCorp
  • InvestmentNews / Bonhill
  • Investments & Wealth Institute (IWI)
  • IPS AdvisorPro
  • Iron Point Capital Management
  • Jacobson & Jacobson Consulting
  • Kinder Institute of Life Planning
  • Knapsack
  • ​Kwanti
  • Larkin Point Investment Advisors
  • Libretto
  • Lindner Capital Management
  • ​Lockwood
  • Loring Ward
  • Mainsail Capital Group
  • ​Marina Publishing/The Wealth Advisor
  • ​Marine Layer Advsiors
  • Merit Financial Network
  • Millenium Trust Co.
  • Morningstar
  • ​Myriad Advisor Services
  • National Advisors Trust Co.
  • National Assn of Personal Fin Advisors (NAPFA)
  • NEXA Insights
  • North Capital
  • Oasis Group
  • Oranj
  • PCS Retirement
  • Peak Advisor Coaching / Carson
  • Pershing Advisor Services
  • ​Pivot Point
  • Powder
  • Prairie Smarts
  • Probabilities Fund
  • ProTracker CRM
  • Purposeful Planning Institute
  • QuonWarrene
  • Quovo
  • Real Token Technology
  • Ramsey Investing
  • Redi2 Technologies
  • Retirement Management Solutions
  • Retire Ready Solutions
  • RetireUp Pro
  • RightCapital
  • RightSize Solutions
  • RiXtrema
  • Schwab Institutional
  • Scottrade Institutional
  • Securities America
  • Sigma Financial Corporation / Parkland Securities, LLC
  • Smart 401k
  • Snappy Kraken
  • Softlab360
  • Sora Finance
  • Strategy & Resources, LLC
  • Success For Advisors
  • Sudden Money Institute
  • Supernova Companies
  • Susan Danzig & Associates
  • Syntax Data
  • T3 - Technology Tools for Today
  • ​TaxStatus
  • TD Ameritrade Institutional
  • ​Telemeet
  • ​The Aqueduct Strategy / LTG
  • The Arch's Anvil
  • The Client Driven Practice
  • The Institute for Fiduciary Standard 
  • The Investment Center
  • ​The Oasis Group
  • ​Third Avenue Advisors
  • Tiburon Strategic Advisors
  • Timelineapp Tech Limited
  • TradePMR
  • Travis Parry
  • United Planners
  • US Advisors Network
  • Vanare
  • Veriday
  • Vestorly
  • WealthBox CRM
  • Wellspring Divorce Advisors
  • Wentworth Management Services
  • World Equity Group
  • WVL Group
  • ​YCharts
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Financial Planning ​and
​Investment Advisory Firms


  • Alderfer Financial Planning
  • Align Wealth Management
  • Allodium Investment Consultants
  • ​Alteri Wealth
  • Atlas Wealth
  • Altius Financial Advisors
  • Altus Wealth Strategies
  • AMR Financial
  • ​AP Wealth Management
  • Appius Financial Group
  • Approach Retirement
  • Artisan Financial
  • Aspyre Wealth
  • Asset Preservation Strategies
  • Astraea Wealth Management
  • Austin Private Wealth
  • ​AXG Advisors
  • ​Balefire
  • BayView Financial Planning
  • Bernhardt Wealth Management
  • Berry Group
  • Blue Chip Partners
  • Blueprint Financial Planning
  • BlueWater Advisors
  • Bogart Wealth
  • Boulder View Capital
  • Braun-Bostich & Associates
  • Brookwood Investment Group
  • Brown Miller Wealth Management Group
  • Buckingham Wealth Advisors
  • Buttonwood Financial Group
  • Capital Directions
  • Carson Wealth
  • Catalyst Private Wealth
  • Cedar Brook Group
  • Center for Financial Planning
  • CenterPointe Wealth Management
  • Chequers Financial Management
  • Chesney Financial
  • ClientFirst Legacy, Tax and Wealth Management
  • Convergent Wealth
  • Courter Financial Services
  • Crimson Oak Wealth Management
  • Crux Wealth Advisors
  • CTA Wealth
  • DaVinci Strategic Advisors
  • DiNuzzo Investment Advisors
  • Dodds Wealth Management Group
  • Donald W. Nicholson & Associates
  • Drumlin Financial
  • ​Duncan Funding Partners
  • EMM Wealth Management
  • ​EncorEstate Plans
  • Enso Wealth
  • EP Wealth Advisors
  • EQ Wealth
  • Fidato Wealth
  • ​Financial Avenues
  • Financial Compass
  • Financial Elements
  • ​Financial Focus
  • ​Financial Independence Planning
  • Financial Principles
  • Fog City Advisors
  • FP Wealth Management
  • Freedom Financial
  • Full Spectrum Financial Solutions
  • Garrett Financial Planning
  • ​Gertsema Wealth Advisors
  • Gouldin McCarthy
  • Guardian Financial Partners
  • Hall & Burns Wealth Management
  • Haws Goodwin Wealth
  • HCR Wealth Advisors
  • Heller Wealth Management
  • Heron Wealth
  • Hexagon Capital Partners
  • ​Heyman Wealth Management
  • Hicks Capital Management
  • Highland Trust Advisors
  • Highpointe Advisors
  • Hilltop Wealth Solutions
  • Hopwood Financial Services
  • Integrys Wealth Advisors
  • Intercontinental Wealth Advisors
  • ISI Financial Group
  • Ivy League Financial Advisors
  • Joyce Financial
  • Julia Cheng Wealth Management
  • Junto Wealth (Almanack)
  • Kahler Financial Group
  • ​KCA Wealth Management
  • Keatley Wealth Management
  • Keen Wealth Management
  • Keystone Financial Services
  • Kiker Wealth
  • Lange & Associates
  • Lange Financial Group
  • Langtree Associates
  • Legacy Capital Group
  • Legacy One Financial Advisors
  • Legend Financial Advisors
  • ​Levitt Capital
  • Liberty Capital
  • LifeCraft Financial Planning
  • Lindsey & Lindsey Wealth Management
  • LTG Capital
  • Main Street Research 
  • Marca Life Planning
  • Massey Quick
  • Massey Quick Simon
  • Mattern Capital Management 
  • Mattern Wealth Management
  • McMahan Capital Management
  • Melanie J Financial
  • Milestone Wealth Advisors
  • Mountain Wealth Planning
  • Mosiac Financial Partners
  • Nau Capital
  • Nepsis, Inc.
  • New Canaan Group
  • Newport Advisory
  • Nora Wealth
  • NorthWest Retirement & Investment Consulting 
  • Oak Wealth Partners
  • Oliver Financial Planning
  • Optima Asset Management
  • Oxford Financial Partners
  • oXYGen Financial
  • Padden Financial Planning
  • Paradigm Financial Partners
  • Pathway Financial Planning
  • Patriot Investments
  • ​Peace of Mind Financial Planning
  • Practical Financial Planning
  • Prestige Advisors
  • Principle Wealth Partners
  • Puzzle Wealth Solutions
  • Quorum Private Wealth
  • ​R. Kent Harris & Associates
  • Ramsey & Associates
  • Regal Wealth Management
  • ​Resilience Wealth Advisors
  • Resource Planning Group 
  • Retirement Plus
  • Revolve Wealth Partners
  • ​Reyes Financial Architecture
  • Round Table Wealth Management
  • RW Baker Wealth Management Group
  • Sapphire Financial Advisors
  • Scarborough Capital Management
  • ​Sierra Pacific Financial Services
  • Siimpl
  • ​Silver Oak Wealth Management
  • Simply Money
  • Socius Family Office
  • Soltis Advisors
  • St. John & Associates
  • Startt Planning
  • Stearns Financial Group
  • ​StewardRight
  • Stokes & Hubbell
  • Stonebridge Wealth Management
  • ​Stone Wealth Management
  • Stonegate Wealth Management
  • Stordahl Capital Management
  • Straightline Group
  • Stratus Wealth Advisors
  • Sullivan Mermel
  • Sunflower Financial Planning
  • Tax Favored Benefits
  • TFB Advisors
  • TFC Financial
  • The Daley  Group
  • The H Group
  • Three Sixty Wealth Management
  • Townsend Asset Management Corporation
  • Trifecta Financial Advisors
  • Trinity Financial Planning
  • ​Ulrich Investment Consultants
  • Unionview Investment Group
  • WealthChoice
  • Williams Financial
  • Worldwide Investment Network
  • Yardley Wealth Management
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Impact Communications, Inc.
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913-649-5009
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©2026 Impact Communications, Inc.

  • Home
  • About
    • AI & Media Information
    • Our Team
    • Our Clients >
      • Clients Awards and Recognition
    • Unique Approach
    • Frequently Asked Questions
    • Out and About
    • Charitable Giving
    • VIdeos
    • Recognition
    • Join Our Team
    • Conference Downloads
  • Advisors
    • Marketing & PR >
      • Media Training
      • Media Placements
      • News Release Examples
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites >
        • Website Case Study
      • Case Study - Brand Refresh
    • Advisor Coaching
    • How We Work >
      • PESO Case Study
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Media Training
      • Media Placements
      • News Release Examples
    • Website Strategy >
      • Case Study: Website Makeover
    • Speaking Engagements
    • Speaking Appearences
    • Video Production
    • Group Programs
  • Journalists
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  • News
    • 2026
    • 2025
    • 2024
    • 2023
    • 2022
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
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  • Blog
  • Contact