Our Firm

Built on Independence, Driven by Integrity

A team of credentialed professionals united by one purpose: delivering objective financial guidance free from conflicts of interest.

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Our Story

Founded on a Better Model

Independent Financial Matters was founded in 2009 by former Big Four partners who saw a fundamental conflict in the traditional advisory model. Clients deserved better than commission-driven advice and product sales disguised as financial planning.

We built IFM as an independent, fee-only fiduciary firm — legally bound to act in our clients' best interests at all times. No proprietary products, no revenue sharing, no hidden incentives. Just transparent, coordinated financial guidance.

Today, we manage over $1.2 billion in assets under advisement for more than 200 client households, delivering integrated tax, investment, estate, and retirement planning under one roof.

What Guides Us

Our Core Values

Three principles that shape every recommendation we make and every relationship we build.

Fiduciary Standard

We are legally obligated to put your interests first. Every recommendation, every portfolio decision, and every piece of advice must benefit you — not us. This is not a marketing promise; it is a regulatory requirement we voluntarily uphold.

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Independence

We are privately held with no parent company, no broker-dealer affiliation, and no proprietary products to push. Our independence means our advice is never influenced by corporate mandates or sales quotas.

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Transparency

You will always know exactly what you pay, why we recommend what we recommend, and how your portfolio is performing. No fine print, no hidden fees, no surprises. Clarity builds trust.

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"We built this firm on a simple conviction: when advisors are free from conflicts of interest, clients get better outcomes. Every decision we have made since day one has been in service of that principle."

Ready to Work With Our Team?

Schedule a complimentary 30-minute consultation to discuss your financial situation and learn how our integrated approach can help.

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