Fiduciary Wealth Services (20)

Wealth Management

IFA provides investment advisory services that focus specifically on matching people with portfolios of passively managed or index mutual funds, based on the client’s risk capacity.

Tax Returns & Accounting

IFA Taxes provides collaborative tax advice, tax planning, accounting, bookkeeping and tax return services to individuals and business entities across the United States.

  •   Business Personal
    Property Tax
  •   Bookkeeping
    and Accounting Services
    Wholesale Pricing for QuickBooks Online and QuickBooks Self Service Payroll
    Credit Card and Bank Statement Reconciliations
    Issue Monthly Reports (balance sheet, profit & loss and AR/AP aging)
    Review Balance Sheet and Income Statements for Accuracy
    Maintain Bank and Credit Card Data Feeds to QuickBooks Desktop/Online
  •   Business Accounting Software
    Create and Configure Chart of Accounts
    Data Conversion from Existing Accounting Systems
    Establish Data Feeds and Automated Bank Rules for Ease of Transaction Reconciliation
    Customized reporting Templates

Wealth Planning

Financial Planning

IFA offers IFA Financial Planning, utilizing eMoney to provide a complimentary, wealth management system that will allow our clients to track their assets, liabilities, income, and spending across all their accounts as well as store all their important documents in electronic form. Wealth Advisors can work with their clients to produce financial plans, using this analysis as the foundation for recommendations to achieve each client's financial objectives.

Retirement Planning

With the aid of the IFA Retirement Plan Analyzer, IFA Wealth Advisors are able to help clients make more informed decisions in each stage of retirement.

Pledged Asset Line

IFA Wealth Advisors can assist clients in accessing various lending solutions that are secured by the client’s portfolio. These solutions include pledged lines of credit, non-purpose loans and margin loans through Charles Schwab and Fidelity.

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 Services

IFA Wealth Advisors and expert resources provide a powerful solution to determine how to maximize your social security benefits and further outline your complete financial picture.

Charitable Giving Services

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.

Referral Services

Estate Planning Services

IFA Wealth Advisors can refer clients to estate planning attorneys to create estate plans and aid in the implementation of the plans.

Insurance Services

IFA Wealth Advisors refer clients to insurance advisors and collaborate with the advisors to integrate the insurance policies with the overall financial needs of the client.


For a wide range of banking services, including free online & mobile bill pay, IFA Wealth Advisors refer clients to Charles Schwab Bank.


IFA Wealth Advisors refer clients to Charles Schwab Bank’s High Yield Investor Checking Account. This account offers unlimited ATM fee rebates worldwide, no monthly fees and no account minimums.


Charles Schwab Bank provides exclusive discounts on select loans provided by Quicken Loans.

Trustee Services

For trust management and administrative needs, IFA Wealth Advisors can refer clients to corporate or administrative trustees through Schwab, National Advisors Trust or Fidelity.

Credit Card

Charles Schwab has partnered with American Express to offer the Investor and Platinum cards.

Services For:

Individuals & Families

IFA provides enhanced investment advice to high-net-worth individuals and families by matching people with portfolios and working with them through other financial aspects of their life.

Retirement Plans

IFA delivers 401(k), 403(b), and IRA retirement plan solutions to small and mid-sized companies. By combining education, one-on-one advice, and model index portfolios. IFA creates customized, high-value plans at a reasonable cost.

Visit Site


IFA matches institutions with portfolios, providing the opportunity to earn optimal risk-adjusted returns. IFA assists institutional clients in the creation, purchase, and rebalancing of portfolios comprised of risk-calibrated, globally diversified blends of passively managed index funds.

Download Brochure

Academic Advantage

Learn More

Talk to an Advisor

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity