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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.

John Meeting
Financial Solutions-w2000

A Focus on Holistic Financial Planning

We founded Financial Independence Advisors (FIA) as a fee only fiduciary firm. We provide our clients with financial planning and wealth management. As a firm founded by CPAs, our focus is on tax advantaged planning to help each individual client achieve their goals. We do not sell products or receive commissions, and we do not charge a separate fee for developing a financial plan with our clients.

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

Financial Independence Starts Here

Contact us to schedule a consultation. We’ll get to know you and map out a unique approach to meet your financial needs.

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