Stamford, CT 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
60 Long Ridge Rd, Suite 210
Stamford CT 06905
Advisors at this office
4
Advisors at this office
Mark V
Series 66
Stamford, CT
Independent Financial Partners
Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential entities. Outside of his advisory role, he owns and actively manages an investment-related business, FirstRise Investments. 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 specialized capabilities in retirement-plan advisory and pension consulting.
William T
Series 63, Series 65
Stamford, CT
Independent Financial Partners
William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Outside of advising, he has worked at Burning Tree Country Club and other non-financial firms. 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 and provides both individual and institutional clients with a range of discretionary and non-discretionary management options, including formal retirement-plan advisory and pension consulting services.
Peter M
Series 66
Stamford, CT
Independent Financial Partners
Peter Marsigliano is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 66 designation and previously worked at First Rise Investments and IFP Securities, LLC. His background includes roles outside finance such as employment at FedEx and various positions during his time at the University of Connecticut. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent representatives. The firm offers a decentralized investment approach and is notable for its retirement-plan advisory and pension consulting services, including ERISA-compliant solutions and trustee services.
George M
Series 66
Stamford, CT
Independent Financial Partners
George Molloy is a financial advisor at Independent Financial Partners in Stamford, CT, holding a Series 66 designation with two years of industry experience. His work history includes roles at Equitable Advisors and Private Wealth Systems. Outside of advising, he was involved with Ojai General Store for four years. 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 advisor-directed and centralized investment strategies with a formal retirement-plan advisory and pension consulting capability.
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