


Independent Financial Planning
Financial Services • Reston, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 1930 Isaac Newton Sq, Suite 205, Reston, VA 20190, US |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Management, Philanthropic Planning |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contacts at Independent Financial Planning
Daniel Morgan
Managing Director
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Independent Financial Planning revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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
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Frequently asked questions
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