Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Haixia C

CFP®, Series 65, Series 63

Rockville, MD

Independent Financial Group, LLC

Haixia Cheng is a CFP®-certified financial advisor at Independent Financial Group, LLC with one year of industry experience. Prior to joining Independent Financial Group, she worked at YongAn GuoFu Asset Management Co., Nanhua Fund Management Co., China Securities Co., and China Asset Management Co. Cheng also pursued an MBA at UIC. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers comprehensive financial planning and portfolio management through various platforms, utilizing both firm- and third-party models to tailor investment strategies based on client risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Yuehua Y

Series 66

Rockville, MD

Independent Financial Group, LLC

Yuehua Yuan is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Independent Financial Group since 2016. Outside of his advisory role, Yuan works as an independent insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management options and financial planning services.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Tin L

CFP®, Series 66

Rockville, MD

Independent Financial Group, LLC

Tin Li is a CFP® professional with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has held roles at Upright Planning, LLC, Acacia Financial Advisors, Acacia Life Insurance Co, and Equitable Advisors. Outside of financial advising, he provides dental care services as an independent contractor. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning and portfolio management through various platforms and programs, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar
firm logo

Wenjinn C

CFP®, Series 63, Series 65

Rockville, MD

Independent Financial Group, LLC

Wenjinn Chang is a CFP® professional with 24 years of industry experience. He has been with Independent Financial Group, LLC since 2012, following roles at Ameritas Investment Company, LLC and Equitable Advisors. Chang serves on the board of the Taiwanese Chamber of Commerce and volunteers with the Overseas Compatriot Affairs Commission, Taiwan. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining active and passive strategies across various risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
Warmer team member

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.

Find your advisor

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”)