About Us

A Decidedly Different Approach

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At Financial Independence, we believe that advisors and investors alike should embrace lifelong learning. We find that too many save too little for retirement, and that too few take the initiative to educate themselves on even the basics of economics, wealth management and investment strategy. Whether you are our client today or not, we invite you to continue learning with us.

Financial Independence was born of the belief that advisors and investors alike should embrace lifelong learning. Our team has a genuine passion for educating families and business owners so that they can have greater confidence in their decisions and in their futures. We believe an informed investor is a calm and savvy investor, which is why firm founder Bill Kumm launched the Financial Bootcamp in 1995, so that people would truly get to “know their money.”

We find that too many save too little for retirement, and that too few take the initiative to educate themselves on even the basics of economics, wealth management and investment strategy. Whether you are our client today or not, we invite anyone who is looking to learn about investment and wealth management to join us for informal but invaluable education. We never stop learning ourselves, and neither should you!

Life after 55 should be spent enjoying family and pursuing fulfilling passions and hobbies—not worrying if we will outlive our money. We are fond of the saying, “It’s time to know your money,” because we believe that if you truly understand your investments and your strategies, it can help you focus on what’s truly important in life.

Meet the Financial Independence Family

We are proud of our dedicated team of advisors, who each treat every client like family. We are seasoned and dedicated professionals, who have spent our entire careers committed to our process and learning our clients' current and future ambitions.

Supporting us is an impressive Advisory Board that our team meets with quarterly to gain insight, analysis, and guidance in our investment process. In these board meetings, we further our ongoing education, gain understanding of industry trends, evaluate all of our investment models, and accept critiques from five major money management firms. Our Investment Committee meets monthly to review all components in our strategies that total over a half-billion dollars under management. If a change is warranted, all client strategies are updated simultaneously.

We'd like to introduce you to our family…and get to know yours. Join us for our annual summer kickoff, sit in on our next Financial Bootcamp, or let's just get together to get better acquainted. We'll get to know you…you’ll get to know us…and, we hope, you'll get to know your money. Contact us to learn more or get something scheduled.