Independent Financial Services

Overview

Independent Financial Services operates as a small, independent registered investment adviser structured as a sole proprietorship focused on individuals and families. The firm combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activity. Investment practice tilts heavily toward equities, using exchange-traded instruments as the primary vehicle for client portfolios. Management style appears straightforward and execution-oriented: direct equity exposure supplemented by insurance and annuity products where appropriate for client goals and risk-management needs. The firm charges a blend of fee arrangements—percentage of assets under management, hourly fees and commissions—allowing flexibility for clients with different service needs. Independent Financial Services is not an active ESG investor and operates from a single-state footprint rather than as a multi-state adviser. It does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices