Exton, PA Office

James Fahy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining Independent Financial Group in 2022, he worked for AIG Sunamerica Capital Services, Inc. from 2004 to 2022. Fahy markets his financial services business under the DBA names Fahy Financial Planning Group, LLC and Arbor Wealth Partners. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models, and operates as both a registered investment adviser and an active broker-dealer.

Peter Blok is a CFP® professional with 26 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2014. He holds Series 63 and Series 65 licenses and operates a marketing DBA, Blok Financial, to provide securities, advisory, and insurance services. Additionally, he is a partial owner of a fintech business entity, Barnhill Stratagies Ltd. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services implemented across multiple portfolio management options on both discretionary and non-discretionary bases.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at H. Beck, Inc. since 2012. Outside of his advisory role, he serves as a board member for Conestoga Christian School. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services, utilizing multiple advisory platforms and third-party managers to accommodate diverse client needs.

Joshua Levitus is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including OSAIC and New Century Financial Group. Prior to his financial advisory roles, he worked at Lehigh University and in other capacities. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs and retirement plan services, utilizing both in-house and third-party model portfolios across various platforms and investment profiles.