Independent Financial Planning

Overview

Independent Financial Planning is a small, independent RIA organized as an LLC that focuses on individual and family clients. The firm tilts decisively toward equities, using exchange-traded instruments as its dominant exposure and running discretionary portfolios for most clients. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and educational seminars or workshops. Fee arrangements are flexible: a percentage of assets under management is the primary model, supplemented by hourly and fixed-fee engagements for planning and project work. The firm does not position itself as an ESG investor and does not act as a pension consultant or a multi-state adviser. It employs third-party managers for alternative strategies and uses both proprietary portfolio management and third-party vehicles to implement client mandates. Because the firm is owner-operated and classified as an independent RIA, decision-making on allocations appears centralized and geared toward personalized plans rather than mass-market product solutions.

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Location & Offices