Press Releases

Independent Financial Partners opens first regional office in Phoenix

by Sean Brennan

TAMPA, Fla., Feb. 4, 2016— Independent Financial Partners (IFP), a hybrid-RIA based in Tampa, Florida, with more than 450 advisors and nearly $6 billion in assets under management, has opened a new home office in Phoenix, Arizona, the first of several regional offices the company plans to roll out across the country in the near future.

The 6,000-square-foot office at 2425 East Camelback Road in Esplanade 1 will be staffed by internal IFP employees (office manager, compliance, transitions, advisor relations, etc.), as well as financial advisors and their employees. Once fully staffed, the office will house more than 20 people. IFP intends to acquire more space when necessary.

“We are a growing financial services firm with a national presence, but we want to maintain the personal relationships we have with each of our advisors as we grow,” said CEO William Hamm. “We believe the best way to do that is by expanding our physical presence into the regions in which our advisors work.”

When private clients visit advisors who join IFP and move into the new space, they will see first-hand that their advisor is plugged into a strong support system.

“We believe this is the future model of advisor support firms,” said Executive Vice President Chris Hamm. “Our regional offices will be physical extensions of the IFP brand experience, supporting our advisors with a vast array of resources, while allowing them to maintain their independence. Advisors who choose to join IFP in any of our physical home office locations will have an optimal setting for their practices and their clients. We’re offering all of the benefits of a wirehouse, with none of the hindrances.”

IFP has selected Phoenix for its first regional office given the already significant number of current and prospective IFP advisors in the southwest United States, as well as the fact that Phoenix, much like Tampa, has long been a popular retirement destination. There is a high demand in the region, both for firms that support advisors and for advisors themselves.

“We’re not only thrilled to be expanding the IFP advisor network in Phoenix, but also to be creating new jobs that will serve the local community through professional financial advice,” William Hamm said.

To celebrate the new office and expansion, IFP is hosting an open house for financial advisors on Wednesday, February 10, 2016, from 2–5 p.m. MST. In addition to financial advisors in the Phoenix area, IFP has also invited the Mayor of Phoenix, City Council members and members of the Phoenix Chamber of Commerce to tour the new space to learn more about the company and how it hopes to positively impact the Phoenix area. Advisors interested in attending the event should RSVP to Ned Van Riper via email: Ned.VanRiper@IFPartners.com or phone: (614) 468-1655.

About Independent Financial Partners

Independent Financial Partners (IFP) is an SEC Registered Investment Adviser (RIA) and comprehensive wealth management firm located in Tampa, Florida. Operating on the LPL Financial hybrid RIA platform, IFP is a multi-custodial hybrid RIA platform that is focused on delivering personalized, concierge-level service to a network of more than 450 advisors nationwide. Founded in 2000 by CEO William Hamm Jr., CFA, CFP®, CLU, IFP is a privately held, family-owned firm with the primary goal of improving the lives of its advisors and their clients. The firm provides the tools and support needed for advisors to grow their practices, including some of the industry’s most innovative technology, responsive back office support and access to an unparalleled network of seasoned financial services professionals.

IFP has just under $6 billion in assets under management and, as such, continues to attract entrepreneurial-minded financial advisors and advisory groups seeking a unique, independent advice solution for their families and clientele. For more information, visit www.ifpartners.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment adviser and separate entity from LPL Financial.

Posted by: Sean Brennan | February 4th, 2016 at 5:37pm.