A complete list of active advisors currently associated with Infinity Financial Wealth Management LLC

Warmer can help you find a great advisor at Infinity Financial Wealth Management LLC or one who fits your needs even better.

Infinity Financial Wealth Management LLC provides discretionary asset management and a range of financial planning services to individuals and high-net-worth clients, overseeing roughly $5.1 million across about 31 client relationships. Offerings include ongoing portfolio management, one-time and limited-scope consultations, and two ongoing planning programs marketed as Wealth Builder and On Course. The firm constructs portfolios using fundamental analysis and Modern Portfolio Theory and operates with discretionary trading authority; stated strategies include long-term investments, option writing, and the use of derivatives in separately managed accounts. It typically charges percentage-of-assets fees and conducts quarterly account reviews while custodial and execution services are provided through a national custodian. Noteworthy distinctions include the principal’s CFP credential and substantial outside business activities: the principal serves as a licensed insurance agent (spending approximately half of her time in that role and receiving commissions) and operates a tax-preparation business, both of which are disclosed as potential conflicts of interest. The firm’s documented use of derivatives and options—rare among similar solo independent advisers—is highlighted in the brochure, along with stated mitigation measures such as disclosures and fiduciary obligations.

To learn more about the advisors currently working at Infinity Financial Wealth Management 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.