1228 East Washington Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we continue to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder and Managing Director | Plan Advisor
Senior Wealth Manager
Retirement Plan Advisor (IFP)
Mary assists advisors, consultants and plan sponsors assess, improve and enhance retirement plans. Her professional background spans more than two decades. Her specialties include: Vendor reviews and management Request For Proposals...
Chief Business Development Officer, IFP
Jeff Acheson leads IFP Plan Advisors with the dual mandate of building out and refining processes, procedures, and workflows as well as creating, communicating and delivering a unique value proposition to financial professionals...
Chief Investment Officer, IFP
(813) 341-0960 Ex.203
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and...
Director, Asset Management, IFP Asset Management
Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, ...
Canary Wealth Strategies has no obligations to investment product providers, so we can operate independently -- focused solely on protecting your best interests. And our independence is supported by our partnership with Independent Financial Partners (IFP).
Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.