Brian K. Wolfe, CLU, ChFC, CLTC
President, Investment Advisor Representative & Fiduciary

Brian K. Wolfe founded Independence Wealth Advisory Inc. with one goal in mind: being the go-to financial advisor for professionals wanting to retire. Armed with a radical passion for smart financial strategies, Brian is helping his clients make decisions for their retirement future according to their risk tolerance and goals. His top-tier investigative skills, critical thinking, and uncanny intuition have led him to becoming one of the areas most recognized financial advisors.

Brian strongly believes in full-service retirement planning. He’s personally seen too many retirements suffer from lack of protection strategy and income plan – a prevalent problem he works hard to rectify through integrity, honesty, and ethics in his company.

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