Ibn Advisory Services, INC.

IBN Advisory Services manages investment portfolios and provides financial consulting for individuals, families, and businesses. IBN Advisory Services builds personalized investment strategies using individual stocks, bonds, exchange-traded funds, mutual funds, and third-party managers. The firm offers both discretionary portfolio management, where IBN Advisory Services makes trades on your behalf, and non-discretionary services where you approve trades first. In addition to investment management, IBN Advisory Services offers financial planning covering retirement, tax strategies, asset allocation, and risk management. The firm works with clients of varying portfolio sizes, though certain third-party strategies may require account minimums.