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 |
|---|---|---|
Fowlerville, MI
| 15
|
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