One of our partners, Julie Fletcher McDaniel, was recently interviewed by The Small Business Storytellers with Seth Silvers. Listen in as she shares about impact investing, how IMPACTfolio got started, and how our firm is leading the way in our industry!
Julie Fletcher McDaniel, CFP®, has been in the financial services industry since 2006. She is a co-founder of IMPACTfolio, a wealth management firm that specializes in IMPACT investing and holistic financial planning for one flat-fee. For more information, visit https://impactfolio.co/.