Independent Financial Advisors

Financial Advisor in Easton, PA

Firm Info
Address: 4480 William Penn Hwy, Easton, PA 18045, USA
Phone: (610) 438-8537

Firm Size
Assets Under Management: $103.1 million
# of Advisors: 1
# of Clients: 34
Client to Advisor Ratio: 34:1
Average Account Size: $3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Independent Financial Advisors Overview

Independent Financial Advisors is a renowned registered investment advisory firm that specializes in providing advanced investment advice to its clients. Being a fee-only firm, it provides unbiased and personalized financial planning and portfolio management services. The firm was established in 2006, with its headquarters located in Pound Ridge, NY, and has maintained a firm footing in the industry for over 15 years. The investment advisory firm exclusively offers investment advice centralized around financial planning and portfolio management for individuals and small businesses. The firm has helped numerous clients meet their financial goals by offering personalized services tailored to their specific financial circumstances. Its portfolio management services assist clients in enhancing their investment strategies, presenting them measurable results, and the ability to make informed financial decisions that benefit them in the long run. In addition to its standard services, Independent Financial Advisors also offers specialized portfolio management services for charitable organizations. The firm helps these organizations create and implement an efficient investment strategy, maximizing their investments, and contributing to their philanthropic goals. With their steadfast work ethic and trusted services, Independent Financial Advisors have proven to be one of the best financial advisory firms in the industry, catering to the financial needs of all its clients.

Independent Financial Advisors is a firm that caters to an eclectic array of clients with different financial backgrounds. The firm specializes in serving individuals, high net worth individuals, and charitable organizations that require personalized financial advice. The team of financial experts at Independent Financial Advisors utilizes their extensive knowledge of the industry to create unique strategies that help clients achieve their financial objectives. With their goal of ensuring clients stay financially healthy and secure, Independent Financial Advisors provides uncompromising quality service to all their clients. Independent Financial Advisors recognizes the varying needs of its clients and offers flexible fee structures that cater to each individual's unique requirements. Some clients may prefer to pay a percentage of their assets under management (AUM) to access the firm’s services. Others may opt for hourly fees that accommodate their specific needs for consultation. The firm also offers fixed fees for clients who need comprehensive financial planning services that cover different areas of their finances. These fee structures provide clients with different options to reach their financial goals with the help of expert financial advice and customized solutions. The team at Independent Financial Advisors works with clients to identify the fee structure that best suits their needs, ensuring they receive value for their money.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Independent Financial Advisors states that certain asset minimums may apply, and currently a minimum of $1 million in investible assets is required to qualify as a client. Therefore, it is clear that Independent Financial Advisors has an investment minimum of $1 million for prospective clients.

How This Office Can Help Easton, PA Residents

Independent Financial Advisors (IFAs) are professionals who offer expert advice on financial planning, investment management, and other financial matters. In Easton, PA, IFAs assist clients in various situations, such as planning for retirement, saving for a child's education, managing debt and credit, and investing in the stock market or other financial instruments. They help clients develop personalized financial plans that align with their goals and risk tolerance, taking into account their current financial situation and future plans. IFAs can also assist clients with tax planning, estate planning, insurance needs, and other financial matters. They act as a buffer between the clients and the intricate financial world, guiding them through complex financial choices and, when necessary, negotiating with financial service providers. Easton, PA, has a diverse population, and IFAs can provide valuable assistance to people from all walks of life, including business owners, entrepreneurs, professionals, and retirees. In summary, Independent Financial Advisors play a crucial role in helping clients in Easton, PA, navigate their finances and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Independent Financial Advisors, visit their Part 2 Brochure.

Services Offered by Independent Financial Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Independent Financial Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4480 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 438-8537
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 24 WATERBURY WAY, POUND RIDGE, NY 10576, United States

This firm has no other locations.

State Registrations

Independent Financial Advisors is registered to service clients in the following states:

  • Arizona
  • New Hampshire
  • New York

Disciplinary History

Independent Financial Advisors does not have any disclosures. Please visit it's Form ADV for more details.