FIA Hero

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.

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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

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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