Managing your investments shouldn’t keep you up at night wondering if you’re making the right choices. We eliminate the guesswork from investment decisions by creating personalized portfolios that align with your goals, timeline, and risk tolerance.
Your financial situation is as individual as you are. What works for your neighbor or colleague might not be right for you and your family. That’s why we take a personalized approach to investment management, designing portfolios tailored to your life.
We analyze your financial blueprint to develop an appropriate asset allocation strategy that aligns with your risk tolerance, time horizon, and financial objectives.
Understanding your risk tolerance is crucial for investment success. We help you balance growth potential with your comfort level and financial security needs.
Our investment research and portfolio design process focuses on building diversified portfolios that are regularly monitored and adjusted as needed.
We recommend appropriate investment vehicles and strategies designed to help you pursue and potentially exceed your financial goals over time.
We analyze your financial blueprint to develop an appropriate asset allocation strategy that aligns with your risk tolerance, time horizon, and financial objectives.
Understanding your risk tolerance is crucial for investment success. We help you balance growth potential with your comfort level and financial security needs.
Our investment research and portfolio design process focuses on building diversified portfolios that are regularly monitored and adjusted as needed.
We recommend appropriate investment vehicles and strategies designed to help you pursue and potentially exceed your financial goals over time.
We don’t believe in a one-size-fits-all approach to investment management. That’s why we start every relationship by understanding your specific needs, concerns, and aspirations.
No confusing financial terms or vague explanations. We explain your investment strategy in plain English and how it’s working toward your goals.
Whether you’re approaching retirement or planning for your family’s future, we adjust your portfolio to match where you are and where you’re headed.
We don’t just set up your investments and disappear. We’re your long-term financial partners, ready to adjust your strategy and answer your questions.
Investment management is most effective when coordinated with your overall financial plan. Discover how our other services work together with investment management to help you achieve your financial goals.
Our team of portfolio managers combines decades of investment management experience with a genuine commitment to understanding your financial goals.
Your portfolio should be customized to your goals. Schedule a consultation to have an honest conversation about your current investment strategy.
Stay current with investment strategies and market insights from our portfolio managers that can benefit your long-term financial success.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Stirling Capital are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2.
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