Dakota
Dakota
Book a Demo
Talk to an Expert

Independence Financial Partners

EST. AUM
$1,200,000,000

CONTACTS
21

CLIENT ACCOUNTS

Firm Details

Metro area Providence
CRD Number
Website indfp.com
Client types

Overview

Independence Financial Partners is a full-service, independent financial services firm with a long-standing history, founded in 1909. The Rhode Island-based firm combines the resources of a large advisory company with personal, concierge-level service. They focus on individualized attention, assisting clients with everything from simple inquiries to complex investment solutions. With a strong commitment to helping clients achieve financial success, Independence Financial Partners offers a range of services, including financial planning, retirement plan management, and investment advisory services for individuals, families, and businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy