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Financial Independence Advisors
Isaac Brohinsky's CPA-led RIA in Jacksonville integrates tax preparation and portfolio management for a limited client base across two Florida offices.
Financial Independence Advisors
Brohinsky, a CPA with a Master of Accountancy, built Financial Independence Advisors as an extension of an existing accounting practice after clients repeatedly asked for unified tax and investment counsel. The firm operates from Jacksonville and Deland, Florida, and is structured as a boutique where every advisor carries a CPA or CFP designation; over 80% of its professionals are Certified Public Accountants in the State of Florida. It does not sell commission-based products, which the firm states is designed to remove compensation bias from portfolio construction. The investment approach is anchored in tax-aware financial planning, spanning retirement plans, individual portfolio management, and ongoing tax optimization. The firm’s own materials position tax planning as the lens through which all asset-allocation and withdrawal decisions are made, rather than a secondary service. While the firm does not publicly disclose specific portfolio holdings, its wealth advisors manage portfolios for individuals, business owners, and families with an emphasis on after-tax outcomes. The practice is geographically concentrated in northeast and central Florida. Financial Independence Advisors runs a lean operation with named partners including Joel Chamberlain, Kenneth Krey, and Ronald Cantlay alongside President Isaac Brohinsky. Additional wealth advisors and a dedicated client-services team support the firm's deliberately capped client base. The Deland office extends the firm's footprint into central Florida. No information is publicly available on AUM or total client assets. Tax-centric advisory is the firm's structural anchor: it was founded by CPAs, is majority-staffed by CPAs, and integrates ongoing tax preparation and planning directly into the investment-management relationship. This alignment means the same professionals who prepare a client's tax return are responsible for designing the investment strategy that feeds into it, creating a closed feedback loop that generalist RIAs typically cannot replicate.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Jacksonville
Corporate office
4350 Pablo Professional Ct, Jacksonville, FL 32224, United States
Additional offices
1006 N Woodland Blvd # A, Deland, FL 32720, United States
Principals
Isaac J. Brohinsky
President
Joel C. Chamberlain
Vice President and Partner
Kenneth R. Krey
Partner
Ronald Cantlay
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does the firm's tax focus shape its investment process?
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.
Is Financial Independence Advisors a single-family office or a wealth management firm?
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.
Does the firm participate in fund commitments or only direct portfolios?
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.
What is the firm's known posture on commissions and fee transparency?
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.
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