FINANCIAL INDEPENDENCE ADVISORS, LLC

Overview

Financial Independence Advisors, LLC is an independent RIA formed as a limited liability company that focuses on fee-based wealth management for individuals, families and small institutions. The firm combines financial planning, portfolio management for individuals and small businesses, and educational seminars to serve its client base. It charges clients on a percentage-of-AUM basis and is organized under individual ownership. Investment activity is skewed toward liquid public markets, with a stated preference for equities. The adviser is not positioned as an ESG-focused manager, does not act as a capital allocator, and does not provide pension consulting. Its service mix, including workshops and planning, suggests a client-facing practice that emphasizes portfolio construction and ongoing advice rather than large-scale institutional solutions.

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Public Holdings

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Location & Offices