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

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

The firm provides investment advisory and comprehensive financial planning services to individual clients, including retirement planning, tax awareness, risk management and wealth accumulation. It serves a small client base and does not require a minimum account size for portfolio management. Portfolio construction is client‑directed, with allocations determined by each client's time horizon and risk tolerance and strategies that include growth, conservative growth and income approaches. The firm operates largely on a non‑discretionary basis—clients retain trading authority, may impose investment restrictions, and receive custody and execution services through a third‑party custodial platform. Notably, the firm is also a licensed insurance agency that recommends and places insurance products as part of its financial planning, earning commissions on those sales and incorporating them into the planning process. The principal has long experience in brokerage and financial planning, and the firm does not accept proxy‑voting authority, leaving voting responsibilities to clients.

To learn more about the advisors currently working at Independent Financial Services, 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.

Name	Location	Years of experience
Allen Romain	Fowlerville, MI	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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