12150 Monument Drive, Suite 700, Fairfax, VA 22033, United States
Indyfin has reinvented the way people search for, review, and connect with independent financial advisors
No two advisors or investors are alike
We talked to thousands of investors looking for help reaching their financial goals, and in the process, we’ve uncovered the key factors that influence their decisions.
Indyfin considers more than location, evaluating factors like professional background, risk profiles, personality, an advisors areas expertise and experience to name a few.
Wealth managers are relationship and investment experts. We’ve cracked the code on turning referrals into signed customers. We can grow your client base; and with our approach, you don’t pay for an introduction until they are a client. We take the risk so you don’t have to. How Indyfin works for......