Our clients come from a broad range of backgrounds. They include business owners, successful professionals and retirees. While our clients have substantial resources, what they also have in common is a need for financial guidance.  They need an experienced and knowledgeable professional to help them navigate their complex needs and changing circumstances over time, and to provide continuous oversight of investments.

Individuals/Families (Business owners, professionals, retirees)

Have you ever considered that managing your family’s finances can be just as complicated as running a business?

That’s why most successful businesses have a Chief Financial Officer (CFO) to help coordinate its financial affairs. We believe successful families need the same kind of financial support, and at Independent Financial Advisors, LLC, this is what we do.

Our role is all about providing you the customized, individual service you need; just the way a CFO would serve a business. Our goal is to take the stress and complexity out of managing your personal financial affairs, so you can live the life of your dreams.

Serving the Family

As your Family CFO, our responsibility is to advise you on how to manage, grow and protect your family’s assets. Investment management is obviously a piece of this, but the complexities of tax planning, philanthropy, estate planning, business succession and risk management also require a wide range of expertise.

Working as your Advocate

A successful Family CFO must serve as an advocate for his or her clients; protecting, promoting and defending the clients' best interests. To us, this means doing what is best for our clients. For that reason, we fully disclose our compensation, which is paid directly by our clients. Because we are fee-only advisers, our clients can have confidence that our advice is designed to be in their best interests.

Solving a Host of Financial Issues

We are most valuable to clients who ask us to assist them with a broad range of financial issues, and to orchestrate all of the pieces of the complete picture. While this begins with the management of their investment portfolios, it also extends to all aspects of their financial lives, such as:

• The strategy and vehicles used to plan for retirement
• The evaluation of real estate or other investments within the context of their overall financial picture
• The evaluation of professional, investment and wealth transfer decisions within the context of efficient tax planning
• The mitigation of risk through various forms of investments
• The structure of their estate to enable the transfer of wealth to subsequent generations or charitable causes

Navigating Life’s Transitions

Our services are also essential to clients who are going through life transitions such as retirement, divorce, loss of a spouse, sale of a business, liquidation of concentrated stock positions, or a career change. We are effective at translating new financial circumstances into sustainable, long-term financial plans and investment strategies.