Columbia, MD 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
10980 Grantchester Way, Suite 330
Columbia MD 21044
Advisors at this office
3
Advisors at this office
William S
Series 66
Columbia, MD
Independent Financial Partners
William Sterling III is a financial advisor at Independent Financial Partners with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments, Ameriprise, Cypress Wealth Management, and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Sterling III Capital, LLC, an entity involved in commercial real estate management. 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 notable capabilities in retirement-plan advisory and pension consulting.
William J
Series 66
Columbia, MD
Independent Financial Partners
William Jones is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cypress Wealth Management, Commonwealth Financial Network, PNC Investments, and Ameriprise. He also spends a portion of his time in fixed insurance sales. 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 broad client base and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.
Daniel B
Series 63, Series 65, Series 66
Columbia, MD
Independent Financial Partners
Daniel Brown is a financial advisor with Independent Financial Partners in Columbia, MD, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Cypress Wealth Management, Commonwealth Financial Network, and Ameriprise Financial Services. Outside of his advisory work, he serves as an expert witness and consultant for attorneys on medical malpractice and personal injury cases. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that empowers independent advisors. The firm serves a broad client base, including individuals, charities, corporations, and high-net-worth clients, and is noted for its retirement-plan advisory and pension consulting capabilities.
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