Financial advice from experts who are on your side.

 

Investment Advisory Professionals, LLC is a fee-only investment advisory firm. We provide totally independent and completely objective advice on management of your wealth. We act as fiduciaries in our relationship with you and only advise what is best for you.

 

We consult with you regarding your entire personal financial situation to develop an investment plan that is right for you. That plan may be concentrated on maximizing your return or mitigating your risk. We build your portfolio using a disciplined investment strategy based on decades of academic research. On an ongoing basis we monitor your portfolio for rebalancing in accordance with our established parameters.

 

We focus on the things that we can control-investment costs and taxes. We employ low cost mutual funds, direct ownership of fixed income securities and smart tax management to keep costs at a minimum.

 

We predominently use funds offered by Dimensional Fund Advisors (DFA) and Vanguard (a low-cost investor owned mutual fund company).

 

Dimensional Fund Advisors (DFA) funds are available through a select group of fee-only investment advisors.  Part of our ongoing relationship with DFA includes rigorous education of our advisors, and adoption of long-term investment methodologies.

 

Years of experience have taught us that the personal relationship between a client and their advisor is critical for success. We are able to offer the type of personal relationship we know you want.

Newsletter

Subscribe to our newsletter to stay up to date on investment and wealth management news

Our Services

  • LinkedIn App Icon

Copyright 2019

Investment Advisory Professionals, LLC

 

Disclosure

Visit

400 S Dixie Hwy Suite 322

Boca Raton, FL 33432

Call

T: 561-391-4477

F: 561-391-8232 

Boca Raton Financial Planner