Independent Financial Partners (IFP)
As a member of one of the top registered investment advisory firms, Independent Financial Partners (IFP), Janet Barr services in her role as an Independent Wealth Manager offering access to additional custodians such as TD Ameritrade, Schwab, and Fidelity. IFP provides a blend of wealth management, wealth counseling services and enterprise retirement plans to high-net-worth families, individuals and businesses of every size. The advisors as Independent Financial Partners provide in-depth knowledge and experience to support every detail of their clients financial plans.
A key aspect of IFP is their advisors, who are distinct from other wealth management firms through their simplification of the wealth management process for their clients. The well-orchestrated approach to coordinating the many services and strategic partnerships required to develop an effective, comprehensive strategy for the wealth of the advisors' clients has earned IFP a reputation for excellence in the financial services industry.
The financial advisors at IFP are affiliated with LPL Financial which allows us to maintain our indepdent SEC-registered investment advisor (RIA). Through our affiliation with LPL, IFP provides advisors the abilty to access third-party independent asset managers and provides enhanced payouts on third-party managed assets.
For IFP's ADV, click here.