A complete list of active advisors currently associated with Financial Independence Advisors, LLC

Warmer can help you find a great advisor at Financial Independence Advisors, LLC or one who fits your needs even better.

Financial Independence Advisors provides discretionary portfolio management, financial planning and consulting, and employer 401(k) services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporate clients. The firm is organized as a six‑adviser team managing roughly $189.6 million on behalf of about 148 clients across two offices and does not impose a minimum account size. The firm’s investment approach is value driven and based on fundamental analysis, emphasizing companies with strong balance sheets, dependable earnings, dividend histories, international exposure and dominant market positions, with a long‑term focus and the occasional use of covered calls and spread option strategies. FIA provides financial planning generally at no additional charge and delegates portfolio implementation and billing coordination to a third‑party money manager while retaining responsibility for investment decisions and offering both a 401(k) Daily Valuation program and a limited‑service 401(k) Pilot for plan participants. A notable aspect of the firm is its affiliation with two accounting firms (Financial Solution Advisors, L.L.C. and Dreggors, Rigsby & Teal, PA), with common ownership and reciprocal referral arrangements; these relationships and the fact that multiple principals hold CPA, PFS or CFP credentials shape the firm’s integrated tax, accounting and advisory service model and are disclosed as potential conflicts with mitigation through separate engagement agreements. FIA also conducts free educational seminars and workshops that teach direct instrument and mutual fund investing and review costs and turnover — a client education offering the brochure describes as general rather than tailored.

To learn more about the advisors currently working at Financial Independence Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.