Financial Independence Advisors

President Isaac J. Brohinsky leads the firm alongside partners Joel Chamberlain, Kenneth Krey, and Ronald Cantlay, all of whom are CPAs. Investment and planning decisions are made by this team of in-house wealth advisors. The firm does not disclose a separate investment committee or external sub-advisor relationship.

Over 80% of the firm's advisors are CPAs, and the firm markets itself as 'tax focused.' The firm states that tax considerations drive portfolio construction, asset location, and withdrawal strategies rather than being an ancillary service. It does not sell commission-based products, aiming to eliminate product-push conflicts that can arise in tax-advantaged planning.

It is a boutique wealth management firm and registered investment advisor, not a single-family office. The firm serves multiple individuals, business owners, and families from its offices in Jacksonville and Deland, Florida, with a stated policy of limiting its total client count to maintain relationship depth.

Publicly available information does not specify whether the firm allocates client capital to private funds or pooled vehicles. Its marketing materials describe financial planning, retirement plans, and tax planning services, suggesting a focus on direct portfolio management. Details on public-versus-private market allocations are not disclosed.

Financial Independence Advisors states unequivocally that it never sells commission-based products. It publishes its own fee schedule and claims this makes its charges simple and clear for clients, distinguishing itself from advisors who it says fail to fully explain how they charge.