You’re not just anyone.
You have a story.

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Who are you?

Trying to be all things to all people simply doesn't work. That’s why we ask – who you are?
We do our best work with these clients:

These are some of our frequent conversations:

Small business owner has been very busy growing a successful business and is now concerned about contingency planning for his family and being tax efficient.

After accumulating a targeted amount of wealth, a client is interested in pivoting toward a career that more aligns with his personal interests.

Employee of a company who gets paid significantly with company stock options (RSUs, NSOs, ISOs) needs help diversifying in a tax-efficient manner.

A high-income earner of a company suddenly finds himself too busy with his career and family and is seeking a point person to run his financial life.

A salesperson has uneven cash flow month to month or even year to year and needs help with financial planning.

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370
781.780.5920

290 Elwood Davis Rd, Suite 290-27
Liverpool, NY 13088

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James and its advisors do not offer legal advice. You should discuss any tax or legal matter with the appropriate professionals. Every investor's situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investments. Diversification and asset allocation do not ensure a profit or protect against a loss. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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