A complete list of active advisors currently associated with Infinity Advisory Group

Warmer can help you find a great advisor at Infinity Advisory Group or one who fits your needs even better.

Infinity Advisory Group (IAG) provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses and qualified retirement plans. The brochure discloses the firm manages $128.9 million on a discretionary basis and operates with a small team of advisors who create written investment policy statements and conduct periodic client reviews. The firm’s investment approach emphasizes evidence-based, passive asset-class allocations, principally using mutual funds and ETFs (notably Dimensional Fund Advisors funds) and model portfolios supplied by a sub-adviser, Focus Partners Advisor Solutions (FPAS). IAG performs Monte Carlo analyses and ongoing monitoring, may retain individual securities for tax or personal reasons, and can engage third‑party fixed income managers or use interval funds where appropriate to meet client objectives. IAG’s brochure also highlights two features that distinguish it from many peers: it engages in client education activities (and receives continuing education support from partners such as DFA and operational/marketing assistance from FPAS) and some Investment Adviser Representatives hold individual insurance licenses and may receive customary commissions for insurance sales. The combination of sub‑advisory relationships, occasional use of less-liquid interval funds, and the ability of certain advisors to implement insurance products creates additional service options and potential conflicts of interest that the firm discloses.

To learn more about the advisors currently working at Infinity Advisory Group, 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.