A complete list of active advisors currently associated with Indian River Financial Group, Inc.
Warmer can help you find a great advisor at Indian River Financial Group, Inc. or one who fits your needs even better.
Indian River Financial Group, Inc. is a single-advisor SEC‑registered firm led by Paul B. Miller that provides comprehensive financial planning, investment consulting, and introductions to independent third‑party portfolio managers; the brochure cites roughly 73 client relationships and about $26.29 million in assets under advisement. The firm offers coordinated and targeted financial planning engagements and discovery meetings to develop written plans and implementation checklists. Rather than managing individual portfolios directly, Indian River’s investment process centers on matching clients to independent Portfolio Managers under co‑advisory or referral/solicitation arrangements, and it commonly uses the AssetMark turnkey platform for manager access and reporting. The firm follows a five‑phase CFP‑aligned planning process (Discovery, Gathering, Solutions, Implementation, Management) and monitors manager performance but does not conduct day‑to‑day trading or take discretionary custody of client assets. Compared with most independent solo advisers, Indian River does not provide in‑house portfolio management for individual accounts and appears oriented toward clients who meet account and planning thresholds (the brochure discloses a typical managed‑account minimum of $50,000 and tiered planning fees). The brochure also discloses that the principal is a licensed insurance agent and that the firm may receive AssetMark business‑development allowances and insurance commissions, which it identifies as potential conflicts to consider when evaluating manager or product recommendations.
To learn more about the advisors currently working at Indian River Financial Group, Inc., 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 |
|---|---|---|
Delray Beach, FL
| 25
|
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