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 serves individual and high‑net‑worth clients, offering ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college and insurance needs. The firm also directs some clients to third‑party advisers, provides written investment policy statements, and participates in wrap‑fee programs through recommended managers. The firm’s investment process is client‑driven, documenting goals, time horizon and risk tolerance in an Investment Policy Statement and monitoring portfolios against those benchmarks. It employs a range of analytical approaches — including charting, cyclical, fundamental, quantitative and technical analysis — and uses strategies from long‑term investing to short‑term trading and derivatives (options, margin, short sales), while stating a fiduciary duty to allocate opportunities fairly among clients. Infinity has operational ties that set it apart from many peers: the principal owner is Infinity Accounting and Tax Services, several advisers perform tax‑preparer or operations roles for that affiliated accounting firm, and certain supervised persons are licensed insurance agents, arrangements the brochure identifies as potential conflicts and says are managed through disclosure and supervision. The firm also requires clients to custody assets at specified custodians (Schwab Institutional, AXOS Clearing, Fidelity), discloses receipt of custodian‑provided research and educational events, and may receive fee‑shares or commissions for third‑party recommendations.

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.