Advisor at Impact Financial
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Elizabeth Heneman is a financial advisor with Impact Financial in Boston, MA. She holds the Series 63 and Series 65 licenses and has experience with Charles Schwab Bank, Charles Schwab & Co., Inc., and several other financial and educational institutions dating back to 2013. Impact Financial provides fee-only advisory services to individuals, trusts, estates, and small business owners. The firm employs a factor-based, smart-beta investment strategy grounded in Modern Portfolio Theory, offering integrated wealth management and cross-border financial analysis uncommon among similar firms.
Based on Impact Financial
Based on Impact Financial
One-time project-based financial planning fees: Introductory $5,000, Base $8,000, Advanced $12,000
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.33% $20,000,001+: 0.25%
$800 per hour for financial planning and consultation services
Ongoing financial planning monthly fees: Introductory $400/month, Base $600/month, Advanced $800/month
Minimum fee: Minimum fee of $4,800 per year for wealth management services Fee-only: Financial planning and consultation services offered on ongoing, project-based, and hourly fee basis
Boston, MA
Massachusetts
Impact Financial LLC
2025 - Present (1 year)
N/a
2024 - 2025 (1 year)
Charles Schwab Bank, SSB
2023 - 2024 (1 year)
Charles Schwab
2023 - 2024 (1 year)
University of Arkansas - Grantham
2021 - 2023 (2 years)
Corient (dba CI Budros Ruhlin Roe)
2021 - 2023 (2 years)
Budros, Ruhlin & Roe, Inc.
2019 - 2021 (2 years)
N/a
2018 - 2019 (1 year)
Foresters Financial
2018 - 2018 (1 year)
Ohio State University
2016 - 2018 (2 years)
Dublin Coffman High School
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
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Series 65
Arlington, MA
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Series 63, Series 65
Reading, MA
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CFA®, Series 63
Boston, MA
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