Our Name

We chose the name Independence Financial Partners for two reasons. First, to be an ever-present reminder of our unwavering focus on the values that guide us and our dedication to serve the best interest of each client. Second, it reflects our dedication to helping you achieve and maintain financial independence.

As an independent financial services firm, we have no obligations that conflict with your best interest and are free from the influence or control of any corporate entity.  Instead, we have the complete freedom to choose whatever types and combination of investments will best suit your needs, your timing, and your sensitivity to risk.

We are your financial partners, working with you throughout the years and across the generations. Partnership is not a term we take lightly. It is a collaboration built on mutual trust.  Honest, open discussion undergirds the work we do together, always centered on your goals.

Partnership also reflects the collaborative spirit among our team of financial professionals and administrative and operations teams. We strive to lift each other up, sharing knowledge and working together to provide the ultimate customer experience.