Built by CPAs.

Built to Put Clients First.

Financial Planning \\ Retirement Plans \\ Tax Planning

Founded as a solution for every worker, business owner and individual to reach financial independence.

A Relationship Based Approach

We know what it means to work hard, set goals, and build better lives for our loved ones. We know the importance of having a trusted financial advisor who is looking out for you and keeping you on track. We have the experience to help you build a plan that is focused on long term, after-tax returns.

A Focus on Holistic Financial Planning

We founded Financial Independence Advisors (FIA) as a fee-only fiduciary firm. We provide our clients with access to a full range of individual investments, no investment products and no charge for holistic, tax advantaged client financial planning. Our focus is on each client’s individual situation and goals. Our services include:

Areas of Expertise

Goals based financial planning
Investment management
Education planning
Family office services
Tax planning
Retirement planning and analysis
New business consulting
Estate and trust consulting
Charitable giving
401(k) retirement plans