Individuals & Families
For the people who make life meaningful.
Family gatherings remind us what financial planning is for. Connect your investments, retirement goals, and tax decisions with the future you want to share.
A season of gratitude
Grateful for today.
Planning for tomorrow.
Invest and Relax.
This Thanksgiving, celebrate the people, purpose, and possibilities that enrich your life. Index Fund Advisors brings evidence-based investing, financial planning, and tax guidance together to help you plan for what matters—today and in the years ahead.
Our services
Four ways to plan for what matters.
For your family, your organization, your employees, and the year ahead.
IFA OCIO
Grateful for your mission. Committed to its future.
Behind every mission are people counting on it. IFA OCIO supports foundations, endowments, and nonprofits with disciplined, index-based portfolios and fiduciary guidance.
Employer Retirement Plans
Thank your team. Invest in their tomorrow.
Show appreciation that reaches beyond the holiday table. Support your employees with a retirement plan backed by investment guidance, participant education, and fiduciary support.
Tax Planning & Preparation
Give thanks today. Plan ahead for next year.
As the year winds down, bring next year’s tax planning into focus. Review your financial picture with IFA Taxes and discuss how upcoming decisions fit your broader plan.
Our approach
Good habits for every season.
Gratitude offers perspective. A disciplined plan helps keep your financial decisions connected to your priorities.
Try it
Small acorns. A lesson in probability.
Take a moment to explore the patterns behind random outcomes.
A Galton Board lets acorns fall through rows of pegs. Each one bounces left or right at random, yet together they stack into a familiar bell shape.
Press the button and watch it happen. Individual paths are unpredictable; the overall pattern is not. It is a simple way to see why IFA looks to the whole market rather than trying to pick the next winner.
No acorns dropped yet.
An educational illustration of random outcomes. It is not investment performance, and it does not predict or forecast any investment result.
Learn
Food for thought. Grounded in evidence.
Explore the ideas behind a more thoughtful approach to investing.
Read
The 12-Step Recovery Program
Index Funds: The 12-Step Recovery Program for Active Investors, by Mark Hebner, walks through the steps from active investing to an evidence-based approach.
Watch
Pioneers of Probability
A video series connecting the mathematicians who shaped probability to the principles of passive investing.
Watch
Tune Out the Noise
A video series on the economists and investors behind modern, evidence-based investing.
Collect
MarketCoins®
Collectible coins that celebrate the ideas and people behind evidence-based investing. From Probability to Portfolios.
Happy Thanksgiving
Thank you for letting us be part of your financial journey.
To our clients, colleagues, and the communities we serve: thank you for the trust, conversations, and shared purpose that make our work meaningful.
A good plan begins with a conversation.
Tell us what you’re planning for. Let’s talk about how your investments, financial plan, and tax decisions can work together.