How does the advisor help clients – Key Takeaways:
INNOVAHEALTH PARTNERS is a team of financial experts dedicated to providing sound financial advice and guidance to their clients. With years of combined experience, they have helped many individuals and businesses achieve their financial goals and secure their financial future. The team uses a client-centric approach and personalized strategies that take into consideration each client’s unique situation and goals.
Some key takeaways of how INNOVAHEALTH PARTNERS helps clients are:
- Provides sound financial advice and guidance
- Uses a client-centric approach
- Creates personalized strategies for each client
- Helps clients achieve their financial goals
- Secures their clients’ financial future
Facts and Insights
INNOVAHEALTH PARTNERS has a team of highly knowledgeable and experienced financial experts who stay up-to-date on industry trends and market insights. This helps them provide their clients with the most relevant and beneficial financial advice. Here are some interesting facts and insights about the firm:
- Founded in 2005
- Over $500 million in assets under management
- 50+ financial advisors on staff
- The team has a combined experience of over 100 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 50+ | 15+ |
Financial Services Offered
INNOVAHEALTH PARTNERS offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Investment planning and management
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance planning
- Education planning
Client Types
INNOVAHEALTH PARTNERS works with a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Families
- Young professionals
Fees & Compensation
INNOVAHEALTH PARTNERS believes in transparency when it comes to fees and compensation. They offer fee-only services, meaning they do not receive commissions or other financial incentives for recommending specific products or investments. This ensures that their recommendations are always in their clients’ best interest.
Background
The team at INNOVAHEALTH PARTNERS has a diverse background, with expertise in various areas of finance and investments. This allows them to provide their clients with a well-rounded and comprehensive approach to financial planning. Some of the backgrounds and designations of their advisors include:
- Certified Financial Planner ™ (CFP®)
- Chartered Financial Analyst (CFA®)
- MBA in Finance
- CPA
- PhD in Finance
Financial Advisor Disclosures to Know
As a financial expert, INNOVAHEALTH PARTNERS takes their role seriously and adheres to strict rules and regulations to ensure they are providing their clients with the best possible advice. As such, it is essential for clients to be aware of certain disclosures about the firm and its advisors, such as:
- Any conflicts of interest
- Policies on client communication and interaction
- Any disciplinary actions taken against the firm or its advisors
INNOVAHEALTH PARTNERS is committed to maintaining the highest level of integrity, transparency, and trust with their clients.