Broker Check

IFP Overview

Independence Financial Partners has the specialized experience to help you handle all the financial aspects of your life. As a large, local, independent full-service financial firm, we can draw upon an unlimited array of products and solutions to help you accomplish your goals at any stage. 

Working with us you’ll experience the personal attention of advisory staff dedicated to working one-on-one with you, building a consistent and long-lasting relationship with someone who will know and understand you. At the same time, you’ll have the benefit of working with the largest independent advisory firm in the state, with access to deep informational resources, dedicated research, and an unconstrained array of potential investment and insurance solutions. 

With more than 100 employer sponsored retirement plans, and more than one billion dollars of assets under advisement, you can be confident that we can help you identify the right retirement plan for your organization and handle all aspects of oversight, implementation, and employee education.

Before the discussion turns to a financial plan or investment products, we concentrate on learning about you and your life; the questions that trouble you, the goals that inspire you, and the emotions that play a role in decision-making. Your best interest is the driver in every situation and planning only begins once we understand you well. Based on that foundation of mutual trust, we have the services to help you move toward your goals at every stage of personal or business life.

*Managed total client assets as of 3/31/2021

Accumulation Phase

Debt Reduction

Financial Education

College Planning

First Home

Start a New Business

Preserve & Protect


Insurance—Life, Disability, Long-Term Care

Risk Management and Mitigation


Planning and preparation

Pension & Social Security Strategies

Retirement Income Distribution Planning

Wealth Distribution

Charitable Foundations

Estate Conservation and Planning

Legacy Creation

Employee Benefits

Life Insurance

Disability Income Insurance

Long-Term Care Insurance

Executive Benefits

Buy/Sell Agreement Funding

Key Person Insurance

Deferred Compensation

Company Retirement Plans

401(k), SEP, Simple IRAs, Roth 401(k), Defined Benefit Plans

Plan Design

Record Keeping & Administration


Fee Analysis

Investment Advice



Succession Planning

Tax Strategies and Mitigation

Exit Planning

Business Valuation

Transition Planning; Buy/Sell Agreements