A complete list of active advisors currently associated with IFC

Warmer can help you find a great advisor at IFC or one who fits your needs even better.

IFC provides advisory services to individuals (including high‑net‑worth clients), trusts, pension and retirement plans, and businesses, offering financial planning, consulting, and investment management. Portfolios are generally constructed with no‑load, load‑waived, or institutional mutual funds and ETFs, and the firm may implement management through independent sub‑advisors. The firm engages in ongoing, active account monitoring with at least quarterly reviews and annual client meetings, and clients may grant discretionary trading authority; IFC serves as a fiduciary for retirement accounts. IFC also conducts periodic educational seminars at no charge and open to non‑clients as part of its client outreach and education efforts. Noteworthy distinctions include affiliated insurance activities and an insurance marketing business, with certain principals licensed to sell life and long‑term care products and receiving commissions—an arrangement the brochure discloses as a potential conflict of interest. IFC also facilitates estate‑planning document preparation through a relationship with Wealth.com and pays for services of independent managers (e.g., Mader & Shannon Wealth Management) under sub‑advisory agreements rather than billing those fees directly to clients, both of which are atypical features relative to many peer firms.

To learn more about the advisors currently working at IFC, 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.