Financial Independence LLC is an independent Registered Investment Advisor focused on helping our clients balance their goals and dreams with their financial resources.  We adhere to four core values – integrity, passion, caring and balance – which define who we are and engender the trust which is the cornerstone of our client relationships.  

Since we are independent, we offer no proprietary products, nor do we accept any form of investment commissions or transaction fees.  We choose instead to work with a team of experienced, institutional money managers employing modern strategies intended to help smooth out returns and increase the chances of success in all types of markets.  Because we are paid by you, and not the investment companies, our interests are in direct alignment and without lack of objectivity.  

Quite simply, through our two core services of investment management and holistic financial planning, we endeavor to protect and grow our clients’ money and help them take control of their financial lives.  Tackling today’s financial complexities can be overwhelming.  Quite often, the problem is not knowing where to turn for sound and objective, professional advice. Our goal is to provide advice that will ideally provide peace of mind, financial security, and confidence while minimizing anxiety and uncertainty.

Financial Independence LLC

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