Unbiased advice, like it should be.
Taking care of what’s important so you can focus on what matters most.
Welcome to IFA Wealth
Who We Are
We choose to be an independent firm, enabling us to offer maximum investment solutions without regard to proprietary products, sales quotas or outside influences. Our independence gives clients choice, flexibility and peace of mind.
Who We Serve
We work with individuals at various stages of their financial life cycle
Young Professionals
Comprehensive financial planning, savings strategies and debt management
Families
Wealth management, estate planning, protection planning and education savings strategies
Pre-Retirees and Retirees
Retirement income solutions, social security strategies and tax planning options
Business Owners and Employers
Tax planning, 401K plan management and business succession strategies