Impact Wealth Planners

Impact Wealth Planners As a multi-generational firm, we meet you where you are in life. We recognize wealth is more than money, and money is nothing more than a tool.

With years of experience and a deep knowledge of financial planning and investment strategies, we work to create a plan for long term financial independence and to leave a lasting impact. It shouldn’t be worshipped or coveted, and it shouldn’t bring unnecessary stress to our lives. And yet, without a proper framework and understanding of finances, we can find ourselves worshiping, coveting, and st

ressing over it. We recognize the financial challenges individuals, families, and business owners face, and we recognize the importance of creating a framework that allows you to focus on what’s truly important. With years of experience and a deep knowledge base of financial planning and investment strategies, we work to create a plan that fosters long term financial independence and leave a lasting impact. We believe this is best done through education and an experiential process, helping you understand the WHY behind your financial plan and investment strategy. We encourage you to visit our website at www.impactwealthplanners.com to learn more about our firm, read our blog on financial planning topics, and take our Financial IQ Quiz.

Golf Season is here! We had a wonderful time participating in the golf tournament benefiting Bartlesville KLIFE  this we...
05/18/2026

Golf Season is here! We had a wonderful time participating in the golf tournament benefiting Bartlesville KLIFE this week.

One of the things we value most as a firm is being involved in the communities we serve. Supporting organizations that encourage, mentor, and invest in young people aligns closely with the heart behind what we do every day, helping people build strong futures with purpose and intention.

We’re grateful to have been part of such a meaningful event and appreciate all those who helped make it possible.

It was truly an honor for our Bartlesville team, Ryan Reynolds  and Hailey Cunningham, to volunteer in support of the Gi...
05/07/2026

It was truly an honor for our Bartlesville team, Ryan Reynolds and Hailey Cunningham, to volunteer in support of the Girls 6A State Golf Championship hosted at Hillcrest Country Club.

Events like this take an incredible amount of community support, and we were grateful for the opportunity to play a small part in helping showcase such talented student-athletes from across the state. We’re fortunate to be part of a community that values connection, supports youth athletics, and creates opportunities that bring people together. It’s exciting to see events like this hosted here in Bartlesville.

Serving our community through volunteerism is something our team cares deeply about, and we’re thankful for opportunities like this that allow us to give back.

A day to step back, think forward, and grow together.Last week, the Impact Wealth Team gathered for our annual retreat t...
05/04/2026

A day to step back, think forward, and grow together.

Last week, the Impact Wealth Team gathered for our annual retreat to collaborate, share ideas, and focus on how we can continue elevating the way we serve our clients and our community. From sticky-note brainstorming sessions to meaningful conversations, it was a day centered on progress and purpose.

We believe that when we invest in our team, we invest in our clients.

We closed the day with some friendly competition on the bowling lanes, where a few team members surpassed the 100 mark, and others are still working toward it. Either way, it was a great reminder that growth, connection, and a little fun all play an important role in what we do.

What a great day in Ottawa!Our annual Shred Day was a huge success this past weekend, and we’re so thankful for everyone...
04/29/2026

What a great day in Ottawa!
Our annual Shred Day was a huge success this past weekend, and we’re so thankful for everyone who stopped by to participate.

Providing a safe, secure way to dispose of sensitive documents is just one of the many ways we strive to give back to the community that continues to support us. We’re already looking forward to next year and many more opportunities to serve.

We’re thankful to be part of a community that gives us opportunities to give back.Ryan Reynolds recently represented our...
04/27/2026

We’re thankful to be part of a community that gives us opportunities to give back.

Ryan Reynolds recently represented our team by playing in and sponsoring a tournament with the Playforburk Foundation, Inc. , whose mission is to empower youth through service, faith, personal growth, and recreation.

Investing in people, both in our work and in our community, is at the heart of what we do. We’re grateful to support organizations that are making a lasting impact on the next generation.

🌎 Happy Earth Day!As we celebrate caring for our planet today, it’s a great time to start thinking about ways to safely ...
04/22/2026

🌎 Happy Earth Day!

As we celebrate caring for our planet today, it’s a great time to start thinking about ways to safely and responsibly dispose of sensitive documents.

Join us this Saturday, April 25th from 9:00 AM to 12:00 PM, just north of Corner Market on 4th Street (rain or shine), for Ottawa’s Community Shred Day! We’re proud to host this event as part of our commitment to giving back- offering a free, secure, and convenient way to protect your personal information while supporting environmentally responsible recycling.

Bring your old documents, protect yourself from identity theft, and help make a positive impact on our community and environment.

We’re grateful for the opportunity to serve and hope to see you this weekend!

We’re proud to give back to our community by hosting Ottawa’s Community Shred Day once again!Join us on Saturday, April ...
04/17/2026

We’re proud to give back to our community by hosting Ottawa’s Community Shred Day once again!

Join us on Saturday, April 25th from 9:00 AM to 12:00 PM North of Corner Market on 4th street - rain or shine. As part of our commitment to serving our community, we’re providing a free secure and convenient way for individuals to safely dispose of personal documents.

Protecting your information matters. This event helps reduce the risk of identity theft while also supporting environmentally responsible recycling.

We’re grateful for the opportunity to serve and look forward to seeing you there.

We had an incredible time supporting this year’s Masters ParTee hosted by the Bartlesville Sports Commission Official  !...
04/13/2026

We had an incredible time supporting this year’s Masters ParTee hosted by the Bartlesville Sports Commission Official !
Our Bartlesville team was proud to sponsor and volunteer at an event that gives back in such a meaningful way. The Bartlesville Sports Commission continues to make a lasting impact in Bartlesville by encouraging local youth to grow through athletics, build confidence, and create opportunities that strengthen our entire community.
At its core, this event is about more than just a great time, it’s about investing in the next generation and celebrating the power of sports to bring people together.
We’re grateful to have been a part of it and look forward to continuing to support initiatives that make Bartlesville such a special place to live and work.

Welcome to Hailey Cunningham, the newest member of the team at Impact Wealth Planners! Hailey starts today in her role a...
02/26/2026

Welcome to Hailey Cunningham, the newest member of the team at Impact Wealth Planners! Hailey starts today in her role as our Business Operations Coordinator and we could not be more excited for her to join! While she will be supporting all locations, she will be based out of the Bartlesville, OK office. If you’re in Bartlesville, feel free to drop by the office and say hello!

Last week was a bittersweet one, celebrating at Robbin’s retirement party. The incredible turnout was a testament to the...
02/10/2026

Last week was a bittersweet one, celebrating at Robbin’s retirement party. The incredible turnout was a testament to the advice, thought and care he’s given to his clients and the entire community over his 30 years in the industry. Though we’re sad to not have him around the office, we’re excited for him to begin enjoying a well-earned retirement!

Thank you to Traci with The Wet Lilies for helping us decorate the Ottawa office for the Christmas season!
12/05/2025

Thank you to Traci with The Wet Lilies for helping us decorate the Ottawa office for the Christmas season!

Address

401 S Main Street, Suite 110
Overland Park, KS
66067

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