Indian River Financial Group, Inc.

Indian River Financial Group, Inc. is a premier financial planning and investment firm located in Boca Raton, FL. We’ve allied with multi-billion dollar investment management firms to gain the support necessary to provide our clients the personalized service they will not receive from the mega brokerage firms. Indian River Financial works with select individuals, families and businesses in Boca Raton and throughout South Florida. We specialize in financial planning, asset management, risk analysis and risk management, retirement planning, estate planning.

The goal of Indian River Financial Group, Inc. is to be your trusted financial firm. By sharing our financial expertise, integrity and customized financial planning or investment management services, we aim to create partnerships that will last a lifetime. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and proud member of the Financial Planning Association (FPA), Indian River Financial Group, Inc. is dedicated to the fiduciary responsibility we have to our clients.

Specialties: Investment Management, Risk Controlled Asset Management, Financial Planning, Retirement Planning, Risk Analysis and Risk Management, Estate Planning

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