A complete list of active advisors currently associated with Investment Fiduciary Planners, LLC

Warmer can help you find a great advisor at Investment Fiduciary Planners, LLC or one who fits your needs even better.

Investment Fiduciary Planners provides tailored portfolio management and financial planning services to individuals, high‑net‑worth clients, non‑profits, and small businesses. The firm generally concentrates recommendations in mutual funds, fixed income, real estate funds (including REITs), equities, ETFs (including precious metals), TIPS, commodities, and private placements, and often implements client plans through third‑party asset managers. The firm’s investment process emphasizes fundamental analysis and principles of modern portfolio theory, supplemented at times by technical analysis and model allocations to construct client‑specific portfolios. Clients proceed through a structured discovery, analysis, development, implementation, and monitoring workflow, with ongoing account reviews and custodial quarterly statements. Distinctive among peers, a majority of the firm’s assets are managed on a non‑discretionary basis (about $7.4 million non‑discretionary vs. $4.4 million discretionary), meaning many accounts require client approval for trades. The firm’s principal is also a licensed insurance agent and the adviser directs some clients to third‑party advisers under fee‑sharing arrangements; both activities are disclosed as potential conflicts of interest that can influence product selection and implementation.

To learn more about the advisors currently working at Investment Fiduciary Planners, 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.