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TO HELP YOU MANAGE YOUR MONEY

In addition to providing access to our knowledgeable team of advisors and powerful financial planning software, we’re proud to offer a variety of educational resources to help our clients make better sense of the financial landscape and manage their money more efficiently. Click on any of the icons below to learn more!

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EDUCATION

Learn more about important financial topics by enrolling in one of our many educational seminars and workshops.
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NEWS

Click here for the latest on market news and trends and how it relates to your financial picture.
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FACT FINDER DOCUMENT

Download this document to help you prepare for your initial meeting with us.
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Form ADV Part II

Download this document to learn more about IFA’s qualifications and business practices.
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Form ADV Part III

Download this document to learn more about IFA’s business practices as well as the services they provide.

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NEWS

10/29/2020

BY Independence Financial Advisors
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IFA elevates Pam Hannan to Senior Vice President

10/26/2020

BY Independence Financial Advisors
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Jaimie Sousa receives 2020 Community Hero Award

11/07/2019

BY Independence Financial Advisors
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IFA Welcomes Jaimie Sousa as Vice President

11/07/2019

BY Independence Financial Advisors
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Luca D’italia is Promoted to Vice President