Results You Need, Attention You Deserve
Independent Investment Advisors is a fee-only financial planning and wealth management firm. We help busy mid-career families and business owners with high incomes or wealth build and preserve their financial affluence. We are an independent firm, which means we are not beholden to any large institutions, allowing us to prioritize your goals and needs.
Our Vision
Our vision is to empower our clients to achieve their financial goals through personalized planning, meticulous execution, and open communication. We believe in a holistic approach to wealth management, considering not just the numbers but the whole person.
Our Services
- Wealth Management: Develop and implement a personalized investment and financial plan that aligns with your unique goals and risk tolerance.
- Retirement Planning: Maximize your retirement accounts, including IRAs and 401ks, to secure your future.
- Financial Planning: Create a comprehensive financial plan that covers all aspects of your financial life, including investments, taxes, estate planning, and insurance.
- Inheritance Planning: Ensure your assets are protected and distributed according to your wishes.
- Tax Planning: Minimize your tax liability through strategic planning and investment strategies.
- Education Planning: Plan for your children's education expenses and beyond.
- Small Business Solutions: Customized financial guidance to help you navigate the complexities of running a successful business.
Why Choose Independent Investment Advisors?
- Independent and Fiduciary: We are committed to acting in your best interests only, without any conflicts of interest.
- Fee-Only: We are compensated solely through a transparent fee based on the value we provide, ensuring accountability and client-centricity.
- Personalized Plans: We take the time to understand your unique goals, risk tolerance, and financial situation.
- Custom Portfolios: We construct portfolios tailored to your individual needs and desires.
- Holistic Approach: We consider all aspects of your financial life, working towards a comprehensive and sustainable solution.
Our Clients Say It Best
"Goran is an exceptional financial advisor who has helped me achieve my financial goals and navigate complex financial situations with clarity and confidence." - David Ryan
"I highly recommend Independent Investment Advisors for their personalized approach and unwavering support in planning for my future." - Cecilia Richardson
"Goran's focus on holistic finances and personal service sets him apart from the 'big guys', while offering the same benefits or more!" - Kenny Sallee
Recommendations and Testimonials
The majority of the reviews for Goran and Independent Investment Advisors are overwhelmingly positive, with every reviewer giving a 5-star rating. Reviewers praise Goran's professionalism, expertise, and ability to provide personalized service. They highlight his thoroughness, sense of humor, and ability to understand their individual financial needs.
Customer Satisfaction
Reviewers appreciate Goran's attention to detail, his willingness to listen, and his ability to explain complex financial concepts in a clear and understandable way. They also praise his sense of humor and ability to put them at ease.
Investor Experience
Reviewers highlight Goran's expertise in financial planning, investment, and management. They appreciate his ability to take a holistic approach to financial planning, considering their overall financial situation and goals.
Additional Insights
Some reviewers specifically mention the importance of Goran's independence, which allows him to invest in any financial product, not just those affiliated with a parent entity. Others highlight his ability to communicate complex financial information in a clear and concise manner.
