Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Stephen F
CFP®, Series 63
Traverse City, MI
Independent Wealth Management, LLC
Stephen Fisher is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Wealth Management, LLC in Traverse City, MI. He has been with the firm since 1998. Outside of his advisory role, he is treasurer of F-11, Inc., a small printing company, and secretary of the William A. Fisher, II Family Foundation, a private nonprofit organization. Independent Wealth Management, LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, estates, and other entities. The firm offers a range of portfolio management and retirement plan consulting services, utilizing both fundamental and technical analysis and employing discretionary and non-discretionary management strategies.
Jay B
CFP®, Series 63
Traverse City, MI
Independent Wealth Management, LLC
Jay Berger is a CFP® with 16 years of industry experience and serves as an advisor and partner at Independent Wealth Management, LLC. He has been with Independent Wealth Management since 2008 and is also an Investment Adviser Representative with Rehmann Financial. Independent Wealth Management is a two-advisor firm managing over $200 million for individual clients, high-net-worth households, and retirement plan sponsors. The firm offers portfolio management, standalone financial planning, and combined wealth management programs, utilizing both fundamental and technical analysis along with discretionary and non-discretionary strategies.
Scott H
CFP®, Series 63
Traverse City, MI
Independent Wealth Management, LLC
Scott Hackney is a CFP® with 26 years of industry experience. He has been with Independent Wealth Management, LLC since 2009 and also operates Hackney Financial Services, LLC, which he has been involved with since 1997. Independent Wealth Management, LLC serves individuals, including high-net-worth clients, retirement plan sponsors, trusts, and estates, offering comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical analysis, utilizes both discretionary and non-discretionary management strategies, and provides fiduciary consulting and plan management services for retirement plans.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters