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 ongoing portfolio management and financial planning for individual and high‑net‑worth clients, documenting each client’s goals in a written Investment Policy Statement and offering implementation through both direct management and referrals to third‑party advisers. The firm also facilitates access to wrap fee programs and may direct clients to managers such as Simplicity Wealth and Flexible Plan Investments as part of its service mix. Investment decisions are informed by a combination of methods — including fundamental, quantitative, technical, charting and modern portfolio theory — and the firm may employ long‑ and short‑term trading, margin, short sales and options strategies depending on client objectives. Infinity documents risk tolerance and time horizon in each IPS, conducts periodic (at least annual) reviews, and acknowledges fiduciary duties when advising retirement accounts. Notable aspects of the firm’s structure include common ownership by Infinity Accounting and Tax Services, Inc., with several supervised persons serving as tax preparers or in operations for that accounting firm, and affiliated insurance activities through a commonly owned insurance entity; the brochure discloses these relationships and the related conflicts of interest. Infinity also requires use of specific custodians (Schwab Institutional, AXOS Clearing and Fidelity), discloses potential fee‑sharing arrangements when directing clients to third‑party managers, and describes access to custodian‑provided educational events and practice‑management resources.

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.