A complete list of active advisors currently associated with IFMGroup

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

IFMGroup provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm reports managing roughly $4 million in assets across seven client accounts and offers both discretionary and non‑discretionary portfolio management as well as standalone financial planning. The firm employs a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index funds and ETFs for core exposure and selectively adds active funds, with investments typically implemented through no‑load mutual funds, ETFs and discount brokerage custodians. IFMGroup documents client objectives in an Investment Policy Statement, conducts at least annual reviews and executes trades under a limited power of attorney while clients retain custody of assets. Noteworthy for a firm of its size, IFMGroup reports a significant non‑U.S. client base and discloses that its advisers are also licensed life and health insurance agents who may receive commissions from insurance sales; the brochure describes supervision and disclosures intended to address those conflicts. The combination of a very small, closely managed client roster and these insurance‑related activities makes its business model and conflict‑management disclosures more unusual compared with many peers.

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