Our Story
In June 2018, we became Financial Impact Advisors—a name that reflects both our values and our purpose. We believe financial advice should go beyond numbers on a page; it should help you live the life you envision.
Our team is dedicated to understanding what matters most to you and shaping strategies that support both your personal fulfillment and your financial goals. Every recommendation we make is guided by one simple measure: the positive impact it can create in your life.
History
Before becoming Financial Impact Advisors in 2018, our firm operated as Noel-Schopen Financial Services, founded in the early 1970s by Jim Noel and Joe Schopen. Their vision was simple yet powerful: financial planning should reflect each client’s unique life and goals, with personalized service at its core.
That philosophy built a trusted, multi-generational practice—one we proudly continue today through Tom Noel (2nd generation) and Taylor Smithyman (3rd generation), serving families in Fort Atkinson, WI, and beyond.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.