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IFA Wealth

EST. AUM
$500,000,000

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Firm Details

Metro area Charlottesville
CRD Number
Website ifawealth.com
Client types

Overview

IFA Wealth is an independent wealth management and financial planning firm headquartered in Roanoke, Virginia, serving individuals, families, executives, and business owners. The firm focuses on delivering personalized, goals-based financial advice to help clients make confident decisions and achieve long-term financial success. IFA Wealth emphasizes a consultative, relationship-driven approach, aiming to build long-term partnerships grounded in trust, transparency, and shared success. Advisory and securities services are offered through Geneos Wealth Management, Inc. (FINRA/SIPC), supporting the firm’s independent advisory model.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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