Independent Financial Partners logo

Independent Financial Partners

Updated today

Client AUM

$11,851,178,380

Clients

52,539

Advisors

317

across 166 offices

About

Independent Financial Partners provides investment advisory, financial planning, trust and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. As disclosed in its Form ADV, the firm reported $12,538,891,425 in assets under management as of December 31, 2024 and supports a multi-advisor platform of roughly 261 advisors serving tens of thousands of individual, charitable, corporate and high-net-worth clients.

IFP’s advisory model is decentralized: investment strategies and philosophies are set by individual IARs but clients can also elect to use centralized IFP Asset Management (IFPAM), third‑party asset managers, or wrap programs. Accounts may be managed on a discretionary or non‑discretionary basis, clients can impose written restrictions, and the firm maintains ongoing supervisory and transaction‑review processes overseen by a home‑office compliance and supervision team.

What is most notable versus many peers is the firm’s formal retirement‑plan advisory and pension consulting capability — including both ERISA 3(21) (non‑discretionary) and 3(38) (discretionary) services, IPS development, QDIA and vendor due diligence — and its written processes to comply with DOL rollover guidance (PTE 2020‑02). IFP also partners with National Advisors Trust to provide directed trustee services for trusts and non‑registered assets, and operates affiliated broker‑dealer and insurance entities that the firm discloses and supervises to address related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Non-discretionary investment advice

Expertise

Retirement income strategy Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning services often charged as flat fees, negotiated based on service scope and complexity

Percentage

$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included

Commissions

Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees

Project-based

Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement

Other

Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity

Main office

See office

3030 N. Rocky Pt. Dr. W., Suite 700

Tampa FL 33607

Advisors at this office

45

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Acumen Capital Group · Advanced Strategies Group · Advanced Wealth Solutions · Advice4 Life · Advisory Services Of New England · Alpha Capital Group · Alphalogic Wealth Management · Ameritrust Capital Management · Anchorpoint Wealth · Ascension Financial Advisors · Athanassie Capital Partners · Ausdal Financial Partners, Inc. · Balanced Asset Strategies, Ltd. · Berry Wealth Management · Blackman · Blueprint Financial · Blueprint Wealth Management · Bosch Private Wealth · Bucher · Callesen Wealth Management · Canary Wealth Strategies · Capital Conclusions Corp · Carthage Savings · Castrinos Financial · Centerbridge Planning Group · Certa Financial Planning · Cjk Investment Consultants · Clear Advice Financial · Cogent Wealth Management, LLC · Compound Capital Inc, LLC · Connors Wealth Management · Core Wealth Management · Cornerstone Wealth Management · Cosgriff Wealth Management · Covenant Wealth Management · Crow Creek Wealth · Cypress Wealth Management · Dew Financial Management Group · Dickman Wealth Management · Directional Wealth · Dty Wealth Planning Solutions · Ebner Financial Group, LLC · Executax Financial · Farhat Financial Services · Fiduciary Private Wealth · Finspire, LLC · First Federal · First Rise Investments · Flautt Financial LLC · Forstrum Wealth Management · Fortiv · Fortus Financial · Four Oaks Financial · Franklin Wealth Advisors · Frontline Wealth Management · Fuhrman Management Associates · Generations Planning Group · Generations Wealth Advisors · Gi Financial Services · Gps Wealth Management · Great Wealth Management · Green Asset Management · Greenbridge Wealth Management · Grok Capital · Grow Live Give · Growthplus · Gunter Financial · Halberg Financial · Harbor Wealth Advisors · Highpoint Capital, LLC · Hitchcock Maddox Financial Partners · Hollander & Associates, LLC · Holliger Financial Consultants · Horizon Planning Group · Ifp · Independent Financial Management, LLC · Inflection Point Wealth Management · Integrated Wealth Management · Intentional Wealth · Jones Advisor · Jrs Wealth Management · Kelly Bratton Investments LLC · Keystone Private Wealth · Kidder Advisers · Kimmel Financial Advisors · Klaus Financial Group · Landmark Advisors · Lang Gildig Wealth Advisory, LLC · Lanza Speziale Monshi · Legacy Financial Solutions · Legacy Wealth Management · Lifemore Financial Group · Lifetime Wealth Strategies · Madaris Investment Group · Manes Financial Services · Marziale · Miller Wealth Partners · Monumental Wealth Ria · Mountain Legacy Family Wealth Partners · Mullins Financial · Next Level Financial LLC · Nielson Wealth Management · Oak Financial Group · One Digital · Partners Wealth Management · Performance Wealth Management · Pfs Financial · Physicians Financial Services · Pilot Capital Management Corp · Pine Tree Wealth Management · Pointer Financial Group · Postillion Wealth Management · Primequest Wealth Strategies · Prudent Process · Qtr Family Wealth · Radiantvest · Ranta · Retirement Plan Solutions · Ridgeline Advisors · Ripple Wealth Management · Risen Son Financial · Rlk Advisory Group · Rockwood Wealth Management · Rome · Round Table Retirement Partners · Sammut Wealth Management, LLC · Sd Martin Financial Services · Severn Financial Advisors LLC · Shenk Wealth Solutions · Shepherd Wealth Advisory · Sherman Financial LLC · Sitrep Financial · Solidarity Financial · Somerville Investments · Sponseller · Steele Capital Management · Stirling Capital, Ltd · Stonelake Wealth Management · Syme Financial Services · Talmage Financial Group · Tampa Financial Group · Texas United Wealth Management · The Merritt Advisory Group · Trailhead Financial · Tubridy · Unify Investment Solutions · Van Horn Financial Services · Vertical Wealth, LLC · Vondrak · Walter Ickert And Associates · Waterbury · Wealth Advisors Who Care · Wealth Solutions, LLC · Weinstein Financial Group, LLC. · Wellspring Advisor Group · West Tn Wealth Management · Wharton Hill Investment Advisors · White · Wj Yost Financial Services · Working Capital(ist) · Yarrell Creek Wealth · Zebra Financial, Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andres C

Series 63, Series 65

Tampa, FL

Independent Financial Partners

Andres Castro is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates from 2021 to 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm serves individual, charitable, corporate, and high-net-worth clients, offering a decentralized advisory model with options for discretionary and non-discretionary management, as well as specialized retirement-plan consulting and trustee services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jeffrey B

CFP®, Series 66

Lone Tree, CO

Independent Financial Partners

Jeffrey Blomgren is a CFP® professional with 26 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2021. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Robin B

Series 63, Series 66

Rochester, NY

Independent Financial Partners

Robin Blackman is a financial advisor with Independent Financial Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Partners since 2011 and previously spent a decade at LPL Financial. Blackman is also involved in non-variable insurance sales. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Christopher W

Series 65, Series 66

Tampa, FL

Independent Financial Partners

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Thomas A

CFA®, Series 66

San Diego, CA

Independent Financial Partners

Thomas Alford is a CFA® charterholder with 16 years of industry experience, currently serving at Independent Financial Partners. His prior work includes roles at OSAIC, Triad Advisors, and Resources Investment Advisors. Outside of his advisory work, he operates a non-investment related business under the name Trailhead Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and formal retirement-plan advisory services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Steven R

Series 63, Series 65

Tampa, FL

Independent Financial Partners

Steven Reichert is a financial advisor at Independent Financial Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, Reichert owns Boardwalk Bookkeeping. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with over 260 advisors serving a broad client base, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

David L

Series 66

Granger, IN

Independent Financial Partners

David Littrell is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Edward Jones, Equitable Advisors, and Howard Bailey Securities. Littrell also receives residual income from previous work as an AFLAC agent. Independent Financial Partners is a nationwide enterprise supporting a multi-advisor platform with over 260 advisors and $12.5 billion in assets under management. The firm offers decentralized investment advisory and retirement-plan services, notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Steven R

Series 63, Series 65

Phoenix, AZ

Independent Financial Partners

Steven Radonich is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Independent Financial Partners since 2018, following two years at First Western Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Thomas P

Series 63, Series 66

Avon Lake, OH

Independent Financial Partners

Thomas Petrus is a financial advisor with Independent Financial Partners in Avon Lake, OH, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked for Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Petrus is also involved as an agent in fixed insurance sales and service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with both individualized and centralized investment management options, and it has notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Matthew L

Series 63, Series 66

Chagrin Falls, OH

Independent Financial Partners

Matthew Levine is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 designations and 35 years of industry experience. He worked at key Investment Services LLC for 10 years before joining Independent Financial Partners in 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a multi-advisor platform, serving individual, charitable, corporate, and high-net-worth clients, and offers notable retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Meredith F

Series 63, Series 65

Brentwood, TN

Independent Financial Partners

Meredith Flautt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 44 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial Services, and Commonwealth Financial Network. He is also the owner of Flautt Financial LLC, a private entity facilitating securities, advisory, and insurance business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Walter I

Series 63, Series 65

Ridgeland, SC

Independent Financial Partners

Walter Ickert is a financial advisor at Independent Financial Partners with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Northwestern National Life Insurance Company. He also operates a separate business selling various insurance products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and provides both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Patrick M

CFP®, Series 66

Syracuse, NY

Independent Financial Partners

Patrick Mahardy is a CFP® with 20 years of experience in the financial services industry. He is currently with Independent Financial Partners and has previously worked at Commonwealth Financial Network for 11 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Craig K

Series 63, Series 65

Jacksonville Beach, FL

Independent Financial Partners

Craig Koproski is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Trust Portfolios L.P. and The Koproski Agency, which he owns and operates as an insurance agency. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a diverse client base and offers both advisor-driven and centralized investment management options, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
user avatar

Jonathan G

Series 63, Series 66

Tampa, FL

Independent Financial Partners

Jonathan Gade is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of advising, he is involved in behavioral health support as a technician at White Sands Treatment Center and participates in construction project referrals for Beavers Construction. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and a focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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