Founded in 2019, Independent Wealth Planners (IWP) was established with the mission to build a leading nationwide group of independent financial planners. The company's model is to partner with successful, client-centric financial advisory firms, allowing them to retain their local brand and autonomy while benefiting from the central support, resources, and scale of the larger group. IWP focuses on fostering a collaborative environment to deliver high-quality, independent financial advice and wealth management services to individuals, families, and businesses.

Founded in

United States