Home | I&M Wealth Advisors

Personalized Plan

Goal based, plan driven investing. While that sounds great, it's not so easy. Our individualized plans help balance short-term emotions with long-term objectives; helping you remain invested along the way.

LEARN HOW

Objective Advice

As Investment Adviser Representatives, we act as fiduciaries and we are held to the highest standard of care – and we are required to act in the best interests of our clients at all times.

LEARN WHY

Straightforward Fees

Our fees are clear and straightforward. We believe our transparency empowers you to make the most informed decision when choosing your long-term financial partner.

LEARN WHAT

Resource Center

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Learn More

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Learn More

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Learn More