Your experienced educational partner for all things finance - and beyond
Removing the confusion from your wealth management plan
We founded Independence Wealth out of a desire to help simplify both personal finances and the financial markets for our clients.
We are registered as fiduciary investment advisors and as such, are legally obligated to place our clients’ interests first and adhere to a high standard of professional competence.
Through transparent communication, education, and the independence to choose from a multitude of investment options and strategies, we develop simplified, customized, and comprehensive wealth management plans and solutions for our clients.
To see exactly what we do day to day, or if you're ready to start the conversation about your goals, we're just a call away.
Honesty is a guiding principle that underpins everything we do. We operate with complete honesty to give you a clear understanding of our services, fees, and the strategies we recommend.
We will always foster a safe and judgment-free space for our clients to discuss their financial goals, challenges, and concerns. Your honesty is met with understanding, empathy, and transparency as we work together to find solutions that align with your values and aspirations.
Our core value of "independence" is not just a name; it's a philosophy that defines our approach to financial advising. We believe that true financial success comes from empowering our clients with the independence to make informed decisions about their financial futures.
Our independence enables us to tailor our solutions to your specific needs, without the constraints of a one-size-fits-all approach. We help you achieve financial independence by providing you with the necessary information and education to make informed decisions about your finances. We want you to feel confident and empowered to take control of your financial future.
We hold our core value of "education" in the highest regard. We firmly believe that an educated client is an empowered client, and we are committed to providing you with the knowledge and understanding needed to navigate the complexities of the financial world.
Our approach to education is tailored to your specific needs and preferences, and our educational efforts encompass a wide range of financial topics so you can make informed decisions.
Biography
I have a Bachelor’s degree in Finance and Economics from Rutgers University and am married to my high school sweetheart, JoAnn. I enjoy traveling and spending time with my two children, Luke and Sloane, and our Goldendoodle, Finn.
Becoming a financial advisor helped me achieve two lifelong goals: helping others and pursuing a passion for personal finance. I proudly serve as a sounding board, educator, and expert advisor to my clients. Throughout the advisory process with my clients, I am involved in decisions about their career, business, and other personal matters. I am honored to do so, and never take my involvement in their lives for granted.
The biggest reward for me comes when I am able to see my clients meet their goals - helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel, and more.
Fidelity Investments operates a major brokerage firm. Through its subsidiary, National Financial Services LLC, Fidelity Investments provides services to its correspondent broker-dealers, institutional investment firms, banks and trusts, family offices, and registered investment advisors including brokerage clearing and back office support and a suite of software products for financial services firms. As of 2023, National Financial has over 45 million brokerage accounts with over $4.5 Trillion in AUM and nearly $12 Trillion in AUA.
Your finances are important and personal, and we want to learn more about you before we dive into the specifics of your financial situation