About

Custom Portfolio Management, Wealth Management,
Financial / Retirement Planning & Insurance Services for Individuals,
Businesses & Nonprofits since 1996.  

Independent Financial Management or IFM, is an Investment Advisor Representative working under Independent Financial Partners or IFP, a Registered Investment Advisor firm with over $10.5 billion under management.  

IFM Custodial services offered through Charles Schwab & Fidelity Investments.