A complete list of active advisors currently associated with Innovative Financial Advisors, LLC

Warmer can help you find a great advisor at Innovative Financial Advisors, LLC or one who fits your needs even better.

Innovative Financial Advisors, LLC provides confidential, client‑focused financial planning and consulting to individuals, high‑net‑worth clients, and small businesses, and refers client assets to a third‑party money manager for investment management. The firm offers cash‑flow, retirement, tax, insurance and estate planning advice through hourly or fixed‑fee engagements and does not directly manage client assets or act as a broker‑dealer. The firm documents client goals and risk tolerances and uses fundamental, technical and cyclical analysis to develop tailored investment strategies and written plans, with periodic reviews and educational seminars and workshops offered to the public at no charge. Clients who seek ongoing portfolio management are placed with a third‑party manager under separate investment agreements; the firm does not accept discretionary trading authority for client accounts. Noteworthy distinctions include the firm’s reliance on a referral‑based model rather than in‑house portfolio management and the managing member’s concurrent role as an independent insurance and tax professional, which results in commission and tax‑service income and is disclosed as a potential conflict of interest. The firm generally charges flat or hourly planning fees (and does not itself levy percentage‑of‑AUM advisory fees), and it receives referral and incentive payments from its third‑party money manager, arrangements that are disclosed in client agreements.

To learn more about the advisors currently working at Innovative Financial Advisors, 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.