The Financial Independence Advisors Difference
As CPAs, we work closely with individuals, business owners, and families on a wide range of areas surrounding their financial well-being. Over time, our clients began asking if we could deliver financial advice in addition to the tax and accounting services already provided.
We delivered on this request and built Financial Independence Advisors — also known as FIA — a solution to a basic need of every worker, business owner, and individual to reach financial independence.
Tax Focused
Almost all financial decisions have a tax impact. Because tax laws can be complicated and change rapidly, tax should play an important role in your overall financial plan. Over 80% of our advisors are Certified Public Accountants in the State of Florida and members of the AICPA. We’re equipped with the experience and expertise to address even the most complex financial situations.
Transparent and Unbiased
You shouldn’t need a background in finance to understand management fees and how they work. Unfortunately, advisors often fail to fully explain how they charge their clients. With that in mind, we created our fee schedule to be simple and clear, because that’s the way it should be. It’s also why we never sell commission-based products — which often benefit an advisor at the expense of the investor.
Relationship Based Approach
Personal wealth is an incredibly sensitive area for most individuals. Because FIA is a boutique investment management firm, our advisors only work with a limited number of clients. This allows us to spend more time with our existing clientele and forge deeper relationships. We see this as a differentiator in an industry that tends to favor quantity over quality.
