Financial Independence Advisors, LLC

Financial Independence Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. Utilizing a value-driven investment approach that focuses on undervalued securities with strong balance sheets and dependable earnings, Financial Independence Advisors builds tailored portfolios based on each client's specific goals and risk tolerance. The firm partners with an external money manager, CPS Investment Advisors, to execute investment supervisory services. In addition to portfolio management, Financial Independence Advisors offers financial planning advice covering income tax planning, cash flow, budgeting, estate planning, business planning, education planning, insurance, and annuities at no additional charge when bundled with investment management. The team consists of experienced professionals, many of whom also hold Certified Public Accountant credentials.