Exton, PA Office

James Fahy is a financial advisor with Independent Financial Group, LLC, holding Series 66 and Series 63 credentials and 21 years of industry experience. Prior to joining Independent Financial Group in 2022, he worked for AIG SunAmerica Capital Services and AIG SunAmerica from 2004 to 2022. He also operates two DBAs, Fahy Financial Planning Group and Arbor Wealth Partners, through which he markets his financial planning and investment services. Independent Financial Group provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a blend of strategic asset allocation and multi-manager portfolios across passive and active investment exposures, supporting both discretionary and non-discretionary client strategies.

Peter Blok is a CFP® with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2014. He previously worked at Grove Point Investments, LLC and Ambrose Wealth Management. He is the owner of a financial services marketing DBA and holds a partial ownership interest in a fintech business. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm uses both firm- and third-party models to develop client strategies, combining active and passive exposures across various risk profiles through multiple platforms and programs.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at H. Beck, Inc. since 2012 and previously served at Schreiner Capital Management, Inc. from 2007 to 2013. Diaddezio is a board member for Conestoga Christian School. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party managers, combining strategic asset allocation and ongoing monitoring with both passive and active investment exposures.

Joshua Levitus is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at firms including OSAIC and New Century Financial Group. Levitus also spent four years at Lehigh University. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, and corporate and pension plans. The firm employs a range of portfolio management strategies using both firm- and third-party models, combining passive and active exposures across standard risk profiles.