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Independent Financial Planning

Independent Financial Planning

Financial ServicesFlag of USReston, Virginia, United States1-10 Employees

Company overview

Headquarters1930 Isaac Newton Sq, Suite 205, Reston, VA 20190, US
Website
NAICS52
SIC628
Keywords
Retirement Planning, Financial Planning, Investment Management, Philanthropic Planning
Founded2015
Employees1-10
Socials

Key Contacts at Independent Financial Planning

Flag of US

Daniel Morgan

Managing Director

Flag of US

Ryan Benson

Director Of Tax Planning

Independent Financial Planning Email Formats

Independent Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@ifpinvest.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}
j@ifpinvest.com
66.7%
{first name}
john@ifpinvest.com
33.3%

About Independent Financial Planning

Providing you the opportunity to align your financial life with your real life goals. Independent Financial Planning offers a unique opportunity for you to discover, if you have not already done so, how your financial life enables you to accomplish your real life goals. I offer an array of services designed to help you do what is valuable to you, whether that is retiring as soon as possible, starting a year-round camp, or taking a year sabbatical with your family to visit the national parks. Below are some of the nuts and bolts elements I understand to help you accomplish your dreams. Services include: Investment Management, Retirement Planning, Estate Planning, Income Tax Planning, Education Planning, Philanthropic Planning, Risk Management and Insurance, and Company Benefits Planning.

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Independent Financial Planning revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite
Director

Employees by Department

Independent Financial Planning has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Independent Financial Planning has never raised funding before.

Independent Financial Planning Tech Stack

Discover the technologies and tools that power Independent Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Frequently asked questions

Independent Financial Planning is located in Reston, Virginia, US.
Independent Financial Planning was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
Independent Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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