Blue Ash, OH Office
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Independent Financial Partners
Enterprise
Firm-wide stats for Independent Financial Partners
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.
Based on Independent Financial Partners
Location
4350 Glendale Milford, Ste 125
Blue Ash OH 45242
Advisors at this office
2
Advisors at this office
Gary H
CFP®, Series 63
Cincinnati, OH
Independent Financial Partners
Gary Hollander is a CFP® with 43 years of industry experience, currently serving at Independent Financial Partners. He has held roles at IFP Securities, LPL Financial, and Mutual Service Corporation, among others, spanning five decades in the financial sector. Hollander volunteers as a moderator for continuing education programs at the University of Cincinnati, Miami University, and the University of Dayton, focusing on retirement education. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is noted for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.
Gregory F
Series 63, Series 65
Blue Ash, OH
Independent Financial Partners
Gregory Franklin is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and his own firm, Franklin Wealth Advisors LLC. Outside of advisory work, he serves on the Financial Operations Committee of the Tonto Verde Golf Club, advising on financial policy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with flexible investment strategies and notable retirement-plan advisory and pension consulting capabilities.
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