Individuals & Families
Investment management, financial planning, and tax services for your whole financial life.
Invest and Relax.
A more confident financial future.
Since 1999, Index Fund Advisors has guided investors with a disciplined, evidence-based approach. Our wealth management, financial planning, and tax services help bring your financial decisions together.
Investment Management
Matching people with portfolios of passively managed funds, based on each client’s risk capacity.
Learn More about Investment ManagementFinancial Planning
Track assets, liabilities, income, and spending across all your accounts, with plans built by your Wealth Advisor.
Learn More about Financial PlanningRetirement Planning
Help making more informed decisions in each stage of retirement with the IFA Retirement Plan Analyzer.
Learn More about Retirement PlanningTax Services
Tax advice, planning, accounting, and tax return services from IFA Taxes.
Learn More about Tax Services
Wealth management
What working with IFA includes.
IFA provides investment advisory services that focus specifically on matching people with portfolios of passively managed funds, based on the client’s risk capacity.
- Identification of Individual Risk Capacity
- Development of an Appropriate Asset Allocation
- Selection & Monitoring of Investments
- Behavioral Finance Advice
- Independent & Fiduciary Based Advice
- Portfolio Rebalancing
- Tax Loss Harvesting
- Tax Management & Asset Location Strategies
- Monthly Performance Reports
- Glide Path Systematic Risk Reduction Program
- Cash Withdrawal & Deposit Management
- Alternative Investment Evaluations
Wealth planning
Planning for every part of your financial life.
College Planning
IFA’s College Savings Analyzer helps IFA Wealth Advisors align a client’s college funding objectives with an appropriate college savings and investment plan.
Social Security Optimization
IFA Wealth Advisors and expert resources help evaluate strategies for claiming social security benefits and further outline your complete financial picture.
Charitable Giving
IFA Wealth Advisors assist clients in setting up donor-advised funds, which are charitable giving accounts that provide an efficient way to make grants to charities.
Estate Plan Support
Through our relationship with the Trust & Will estate planning platform, IFA provides clients access to estate planning tools and resources.
Pledged Asset Line
IFA Wealth Advisors can assist clients in accessing lending solutions secured by the client’s portfolio, including pledged lines of credit, non-purpose loans, and margin loans through Charles Schwab and Fidelity.
Our Wealth Advisors
Meet the IFA Wealth Advisors who work with individuals and families to build and maintain their plans.
Meet the team
Get started
A clear next step.
Explore the advantages of a passive index investing strategy.
Take the Risk Capacity Survey
Determine your Risk Capacity & view your matching Index Portfolio.
Take the Risk Capacity SurveyIndex Portfolios
Review the performance of evidence-based index portfolios.
Explore Index PortfoliosOpen an Account
Open an Account, and a Wealth Advisor will contact you.
Open an Account
Talk with an IFA Wealth Advisor.
Schedule a conversation to discuss your goals and how index-based portfolios may fit your plan.