A complete list of active advisors currently associated with Independent Financial Planning

Warmer can help you find a great advisor at Independent Financial Planning or one who fits your needs even better.

Independent Financial Planning serves individual investors — including high-net-worth and non‑HNW clients — as well as retirement plan sponsors. The firm provides comprehensive financial planning, ongoing portfolio management, retirement plan advisory, tax-preparation and business-consulting services, and offers periodic educational workshops for clients and the public. Investment strategy centers on a Core + Satellite approach that blends passive, indexed core holdings with active satellite positions to pursue diversification and tax efficiency. For some separately managed accounts the firm may employ options and other derivatives to generate income or hedge downside risk, and portfolios are generally managed on a discretionary basis with regular monitoring and periodic plan reviews. Compared with many peers, the firm’s explicit use of derivatives in separately managed accounts and its regular offering of complimentary educational seminars are uncommon features noted in its disclosure. The brochure also discloses the managing principal’s participation on the investment committee of a private real‑estate fund (with related disclosure and a waiver of advisory fees for such investments) and a 2022 state regulatory finding that resulted in penalties and client refunds, as described in the firm’s filing.

To learn more about the advisors currently working at Independent Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.