Unbiased advice, like it should be.

Taking care of what’s important so you can focus on what matters most.

Welcome to IFA Wealth

Who We Are

We choose to be an independent firm, enabling us to offer maximum investment solutions without regard to proprietary products, sales quotas or outside influences. Our independence gives clients choice, flexibility and peace of mind.

Meet Our Team

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Who We Serve

We work with individuals at various stages of their financial life cycle

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Young Professionals

Comprehensive financial planning, savings strategies and debt management

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Wealth management, estate planning, protection planning and education savings strategies

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Pre-Retirees and Retirees

Retirement income solutions, social security strategies and tax planning options

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Business Owners and Employers

Tax planning, 401K plan management and business succession strategies



Learn More About Our Services