01. About Us
We provide investment management and wealth planning that is specific to you. Being an independent advisory firm, we always do what is in your best interest.
02. Our Philosophy
We believe that everyone deserves to know where they stand financially. We apply our Grow Live Give approach to investment management and planning advice. We inspire our clients to be good stewards of their finances while encouraging generosity.
03. Our Process
We offer our Fact-Finding process to anyone who requests it. Fact-Finding is the process of fitting all the pieces of your financial puzzle together to see if any pieces are missing. The results lead to a plan that can be acted upon and revisited regularly—the cyclical approach of Grow Live Give.
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Meet Our Team
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset...
Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete...
Hessum is responsible for processing advisory fees and serves as a liaison to advisors with regards to various billing...
Alisa has been in the financial industry for over 5 years helping streamline processes to aim to improve the client...