A complete list of active advisors currently associated with Infinity Tax & Financial Planning
Warmer can help you find a great advisor at Infinity Tax & Financial Planning or one who fits your needs even better.
Infinity Investment Advisors LLC provides portfolio management and financial planning to individual and high‑net‑worth clients. The firm offers ongoing account management with a written Investment Policy Statement for each client and may refer clients to third‑party advisers; its investment universe includes mutual funds, fixed income, REITs annuities and a range of private and alternative vehicles. INFINITY documents clients’ goals, tax considerations and risk tolerance in IPSs and describes its fiduciary duty to seek fair and equitable allocation of investment opportunities. Its stated methods of analysis include charting, cyclical, fundamental, quantitative and technical approaches, and it uses strategies from long‑term investing to short‑term trading, including options, margin and short sales. What distinguishes INFINITY from many peers is its operational ties to an accounting firm — the principal owner is Infinity Accounting and Tax Services, Inc. — and that multiple supervised persons also perform tax‑preparation and hold insurance licenses; the brochure discloses these affiliations, the related potential conflicts (including insurance commissions and fee‑sharing with third‑party managers), and the firm’s policies for disclosure and oversight. The brochure also notes access to Schwab‑sponsored educational events and the firm’s practice of recommending wrap program platforms and third‑party managers, reflecting a combined tax, insurance and investment advisory model.
To learn more about the advisors currently working at Infinity Tax & Financial Planning, 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.
You can also browse Infinity Tax & Financial Planning's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Huntsville, AL
| 2
| |
Huntsville, AL
| 5
| |
Seminole, FL
| 23
| |
Huntsville, AL
| 30
|
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