IFC
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About the firm
IFC offers sound financial advice and wealth management with a holistic approach, bringing all financial services and products to the table for a custom tailored plan for each client. IFC advisers focus on building trust and long-term relationships rather than making a quick sale.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, business succession planning, and family legacy planning, including creating liquidity for estates, transferring assets to the next generation, and planned giving to charity.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,020 | $113M |
| High Net Worth Individuals | 28 | $40M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IFC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.