Infinity Financial Strategies, LLC

Overview

Infinity Financial Strategies, LLC is an independent registered investment adviser that focuses on portfolio management and financial planning for individuals, families and small businesses, with select institutional clients. The firm emphasizes equities as its primary allocation preference and runs discretionary portfolios for its client base rather than acting as a capital allocator into private fund complexes. Advisory services extend beyond portfolio management to include written-market communications and investor education through periodicals and seminars. Fee arrangements are flexible: Infinity Financial Strategies charges based on a percentage of assets under management and can also bill on an hourly or fixed-fee basis, indicating a willingness to work on both ongoing advisory relationships and one-off planning engagements. The adviser is not positioned as an ESG specialist and does not identify itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices