Welcome to our web site. Our clients come to us seeking financial independence provided by a trusted, objective advisor. We provide financial and tax planning as well as investment services on a fee only basis. This process retains our objectivity and integrity and provides you with advice that is tailored to your specific needs. Our goal is to help you reach your goal of financial independence.
Our main thrust is to get clients to plan for their financial freedom. Our firm believes strongly in the value of relationships. We view every client relationship like a partnership and truly feel that our success is a result of the client's success.
At INNOVATIVE WEALTH ADVISORS, you will have the opportunity to develop a personal relationship with a fee-only CPA/Personal Financial Specialist (PFS). We provide financial planning, wealth management, comprehensive tax, retirement and estate planning . We are committed to providing close, personal attention to our clients.