A complete list of active advisors currently associated with Independent Wealth Advisors, LLC
Warmer can help you find a great advisor at Independent Wealth Advisors, LLC or one who fits your needs even better.
Independent Wealth Advisors provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers discretionary portfolio management, creates individualized Investment Policy Statements, and delivers asset management through a Strategic Wealth Management (SWM) platform alongside standalone financial plans. The firm’s investment approach uses a mix of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation. Investment recommendations and model portfolios are reviewed by an Investment Committee supported by a dedicated Portfolio Analyst, and advisors may follow committee models or deviate to meet individual client needs. Notably, Independent Wealth Advisors serves as a portfolio manager in a wrap fee program sponsored by LPL Financial and requires clients to custody assets at LPL, a structure that includes LPL-provided transaction processing and practice-support benefits. The firm also absorbs transaction charges for SWM accounts and discloses the related conflicts of interest that can affect trading incentives; it manages roughly $195 million in client assets with a four-advisor team.
To learn more about the advisors currently working at Independent Wealth Advisors, LLC, 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 |
|---|---|---|
Cary, NC
| 7
| |
Cary, NC
| 5
| |
Cary, NC
| 22
| |
Cary, NC
| 26
|
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