Rely on financial advisors who sit on your side of the table, with no conflicts of interest. Some don't offer you the most appropriate choices because their interests conflict with yours. Others invest your money without a comprehensive strategy to guide them, seemingly unwilling to analyze all the high-level issues that can impact your future.
You deserve better. Discover how unbiased advice without compromise, a central focus on strategic planning, and an attentive relationship-based approach to meeting your needs can help you live your dreams. We excel at creating strategies that are unique, achievable and measureable-a stark contrast in an industry that is typically focused on products, sales, and lack of transparency.
You deserve better. Discover how unbiased advice without compromise, a central focus on strategic planning, and an attentive relationship-based approach to meeting your needs can help you live your dreams. We excel at creating strategies that are unique, achievable and measureable-a stark contrast in an industry that is typically focused on products, sales, and lack of transparency.
Services
Independence Wealth Advisors (IWA) was founded because many investors don't often get completely unbiased advice and recommendations-and they may not even know it. This is why Kathy Duffy started IWA.
As a Registered Investment Advisor, we put our clients' needs front and center, so that each client can rest easy knowing they have the support of experienced financial professionals who aren't influenced by commissions and benefiting from hidden fees.Yes, other firms may say they embrace this approach, but at IWA, it's part of our mission-to focus on giving you the freedom to make investment choices based on what's best for you.
As a Registered Investment Advisor, we put our clients' needs front and center, so that each client can rest easy knowing they have the support of experienced financial professionals who aren't influenced by commissions and benefiting from hidden fees.Yes, other firms may say they embrace this approach, but at IWA, it's part of our mission-to focus on giving you the freedom to make investment choices based on what's best for you.
Social Security and Medicare are benefits designed to help you stretch your retirement funds by providing income and coverage for healthcare, an expense that can be significant in retirement. But these programs can present you with many choices which can be confusing if not carefully reviewed and considered.
At Independence Wealth Advisors we're fully committed to helping clients experience growth through personal choice. We seek individuals who are committed to always acting in the client's best interest and adhere to the ethics required in acting as a Fiduciary partner to our valued clients. If you share our passion for this work, please submit your resume below and we will follow up.
Building a sincere relationship with our clients is one of the most rewarding aspects of the work we do. This synergy allows us to provide high-level strategic planning that extends well beyond the basic investment advice. Our dedication to fiduciary care means your interests come first. Our mission is to provide you with unbiased choice in products and services comprising your plan.
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