Welcome to Index Portfolio Advisors, a fee-only Registered Financial Advisor Firm located in Stuart, Florida. At IPA our goal is to help you protect, manage and grow your wealth.
Our services include:
Fee-Only Financial Planning
Fee-Only Independent Investment Management
401(k) Planning For Small Businesses who seek independent advice.
We believe in being a trusted source of unbiased advice to help you and your family navigate through all of the challenges and opportunities that life may bring.
Our fee-only independent financial planning and investment management services are committed to provide through and unbiased financial advice.
As a fee-only advisor, our only source of revenue comes from our clients in the form of hourly fees or a percentage of assets under management. We do not accept commissions, rebates, kickbacks, gifts, or any type of sales incentives or soft payments from third parties.
As an Registered Investment Advisor Firm, we believe in starting our process by listening, a lot. We believe that taking the time to get to know our clients is job number one.
Because we chose to establish ourselves as a Registered investment Advisor Firm, we enter into a Fiduciary relationship with each of our clients. The design of our firm means to our clients that they can be sure that their best interests will always come before our own.
The fee-only model is very different from the fee-based or commissioned model. Fee-based advisors may charge you fees and receive compensation from an outside third party and must only give recommendations that are "suitable" for the client. No fiduciary duty or standard of care needs to be followed.
Because we believe our clients deserve uncompromising integrity. When you work with Index Portfolio Advisors, here is what you can expect:
Fiduciary Duty to always putting the interests of the client before our own. As is consistent with our Fiduciary Duty to you, we are committed to managing all costs and making sure that they are clearly laid out and transparent.
Exceptional service.
Highly trained professionals committed to serving your best interests above our own. As a result, you can be sure that we work only for you.
We have over 38 years of experience helping clients reach their financial goals.
We are different to be better.
John has over 38 years experience in the investment field as a financial advisor. He served clients at various national banks including: Seacoast National Bank, SunTrust, First Union and Florida National Bank.
In 2013 John realized the need to help his clients with more in depth financial planning and independent investment management. It became clear that the old adage, "If you want something done right..." applied so John founded Index Portfolio Advisors.
His formal education is in Political Science and Finance.
His professional designations include Certified Financial Planner (CFP) (R), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFc).
John and his family are long time Martin County residents. He has been a member of the Stuart Rotary Club for over 34 years and is a member of the Martin County Estate Planning Council. He supports the Humane Society of the Treasure Coast and has served as a Den Leader in Cub Scout Pack 823 in Palm City and he is currently serving as an Assistant Scoutmaster in Boy Scout Troop 822 in Palm City. John works with his son on Scout projects in his spare time.
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