Jim Davis, CRPC, is highly passionate about guiding clients in financial planning, investor education, portfolio...
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.
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.
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.
Meet Our Team
IFP Team
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset...
Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete...
Hessum is responsible for processing advisory fees and serves as a liaison to advisors with regards to various billing...
Alisa has been in the financial industry for over 5 years helping streamline processes to aim to improve the client...
