Founded in 2003 by Fred Van Wie, Van Wie Financial is an independent, full-service financial services firm based in Florida. The firm operates with a client-centric philosophy, focusing on building long-term relationships to help clients manage and preserve their wealth. It offers a range of services including investment management, retirement planning, financial planning, and insurance. Securities are offered through LPL Financial (Member FINRA/SIPC), and investment advice is offered through Independent Advisor Alliance, a separate registered investment advisor.

Founded in

United States