IBEX Wealth Advisors

IBEX Wealth Advisors is a dedicated financial services firm committed to providing consistent, conviction-based, and clear investment strategies to our clients. We are an experienced team of financial professionals who believe in building strong, long-lasting relationships with our clients, rooted in unparalleled service and transparency. Our main office is located in Bedminster, NJ, from where we serve clients across various states.

Consistency

At IBEX Wealth Advisors, we strive for consistency in all aspects of our relationship with our clients. This includes our investment results, our unparalleled, personal service, and our financial planning, investment selection, and investment management processes. Our commitment to consistency ensures that our clients benefit from reliable financial advice backed by thorough research and analysis.

Conviction

Our conviction in our investment recommendations is the result of leveraging the expertise of our institutional research partners and applying thoughtful, objective analysis to construct each client portfolio. Our commitment to our clients is evident in our approach to investment management, where we ensure that each investment decision aligns with our clients' financial goals and risk tolerance.

Clarity

We believe that it's imperative that our clients have a clear understanding of their financial and investment strategies. Our commitment to clarity includes ensuring that our clients are informed of what they own and how each investment is intended to work toward fulfilling their short- and long-term goals. This also includes educating our clients on valuable assets that will convey directly to beneficiaries, regardless of instructions in a will.

Our Services

IBEX Wealth Advisors offers a comprehensive range of financial services designed to help our clients achieve their financial goals. These services include:

1. Financial Planning: Our team of experienced financial advisors works with clients to create a customized financial plan that includes short- and long-term goals, risk tolerance, and investment strategies.

2. Investment Management: We offer investment management services based on our clients' goals, risk tolerance, and time horizon. Our investment strategies are backed by thorough research and analysis from our institutional research partners.

3. Retirement Planning: We help our clients plan for their retirement years, including estimating retirement income needs, creating a retirement savings plan, and selecting appropriate investment vehicles.

4. Estate Planning: Our team works with clients to create an estate plan that minimizes taxes and ensures that their assets are distributed according to their wishes.

5. Risk Management: We help our clients manage risk through the use of insurance products, including life, disability, and long-term care insurance.

6. Tax Planning: Our tax planning services are designed to help our clients minimize their tax liability and maximize their after-tax returns.

In conclusion, IBEX Wealth Advisors is a trusted financial services firm committed to providing our clients with consistent, conviction-based, and clear investment strategies. Our experienced team of financial professionals offers a comprehensive range of financial services designed to help our clients achieve their financial goals.