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

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

Financial Independence, LLC serves individual and high‑net‑worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm provides advisory services through the AssetMark Platform and also offers pension consulting and participant education and asset‑allocation models for plan sponsors. The firm does not directly manage client portfolios; instead it selects and recommends portfolio strategists on the AssetMark Platform and monitors those strategists’ performance and styles. Its stated investment philosophy emphasizes behavioral coaching, manager diversification, and a mix of tactical and strategic approaches, with recommendations typically focused on mutual funds and ETFs. What is distinctive is that, according to the brochure, all reported assets—$288,104,032 as of December 2025—are managed on a non‑discretionary basis, and the firm does not take independent discretionary authority over client accounts. The firm also discloses activities that can create conflicts of interest—licensed advisors who may earn insurance commissions and participation in AssetMark’s advisor benefits and marketing support programs—while noting its ERISA fiduciary role when providing non‑discretionary pension advice.

To learn more about the advisors currently working at Financial Independence, 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.