01. About Us

We provide investment management and wealth planning that is specific to you. Being an independent advisory firm, we always do what is in your best interest.

02. Our Philosophy

We believe that everyone deserves to know where they stand financially. We apply our Grow Live Give approach to investment management and planning advice. We inspire our clients to be good stewards of their finances while encouraging generosity.

03. Our Process

We offer our Fact-Finding process to anyone who requests it. Fact-Finding is the process of fitting all the pieces of your financial puzzle together to see if any pieces are missing. The results lead to a plan that can be acted upon and revisited regularly—the cyclical approach of Grow Live Give.

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Meet Our Team

Jim Davis

Jim Davis, CRPC, is highly passionate about guiding clients in financial planning, investor education, portfolio...

IFP Team

Aaron Gilman

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset...

Pete Nunley

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete...

Hessum Zangenehpour

Hessum is responsible for processing advisory fees and serves as a liaison to advisors with regards to various billing...

Alisa Knafelc

Alisa has been in the financial industry for over 5 years helping streamline processes to aim to improve the client...

We manage assets for individuals and families, providing investment management, and financial planning services.

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success