Our Firm
We are independent advisors....
IFA Wealth is a group of independent investment and financial planning professionals and support staff providing a broad range of financial services to both individual and corporate clients. Founded in 1997 by four experienced financial advisors, the group has grown to include 16 advisors with more than 275 years combined financial services experience.
We have offices located in
Our securities and investment advisory services are offered through Geneos Wealth Management, Inc.,
In addition to our financial advisors, our team includes a dedicated, experienced professional staff who are committed to our mission of excellent personalized client service. For biographical information about our advisors and support staff please select Our Associates in the menu bar.
Our advisors and staff are supported by an additional team of professionals at Geneos Wealth Management, Inc., of Denver, Colorado, which has been named “Broker Dealer of the Year” (Division II) seven times by Investment Advisor magazine. You can access the Geneos web site using the link below or selecting Geneos Wealth Management in the menu bar.
We never forget that our clients are our only employers...
As independent financial advisors, our mission is to provide unbiased advice and unsurpassed service in the areas of investments, risk management, retirement and estate planning. Because we are independent, we can research and endorse solutions we feel appropriate for our clients without being limited to specific products a parent company might choose to promote on its behalf. We never forget that our clients are our only employers.
IFA Wealth espouses the same Code of Ethics as Geneos Wealth Management.
Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, Diligence...
Our Code of Ethics is a promise to offer and provide professional services with the highest integrity. To be objective in providing professional services. Provide services competently and maintain the necessary knowledge and skill to continue to do so. Perform professional services in a manner that is fair and reasonable. Never disclose any confidential information without the specific consent of the client, except and unless in response to proper legal process. Our conduct shall always reflect credit upon our profession. We will be diligent in providing professional services in a reasonably prompt and thorough manner.