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Financial advisor

Independent Financial Planning

Fee-based financial planning with integrated tax preparation1930 Isaac Newton Square, Suite 205, Reston, VA

Fee-based fiduciary
Free intro call
Founded 2015

Call (571) 969-1458 Website Directions

About Independent Financial Planning

The story

Independent Financial Planning is a fee-based financial planning and tax firm led by Certified Financial Planner professionals. The firm combines tax preparation and tax planning with investment management and comprehensive financial planning, covering retirement, college, estate, and risk planning. Services also include Thrift Savings Plan guidance, FERS retirement help, and alternative investments, with a focus on government contractor benefits.

Daniel Morgan founded the firm in 2015 and handles investment decisions and client planning, while Ryan Benson leads tax planning. Clients can book a free intro call to talk through their goals before committing to anything. The office is at 1930 Isaac Newton Square in Reston, Virginia.

What they offer

Services & specialties

Comprehensive Financial Planning
Retirement Planning
Tax Preparation
Tax Planning
Investment Management
Alternative Investments
Government Contractor Benefits
Thrift Savings Plan
FERS Retirement System
Estate Planning
Thrift Savings Plan (TSP)
College Planning

Before you go

Good to know

What does Independent Financial Planning offer?: Independent Financial Planning is a financial advisor in Reston, VA. Services include comprehensive financial planning, retirement planning, tax preparation, tax planning, investment management, alternative investments, government contractor benefits and thrift savings plan. Fee-based fiduciary, Free intro call and Founded 2015.
When is Independent Financial Planning open?: Mon – Fri: 9 AM – 6 PM; Sat – Sun: Closed.
Where is Independent Financial Planning?: 1930 Isaac Newton Square, Suite 205, Reston, VA 20190.
How do I contact Independent Financial Planning?: Call (571) 969-1458 or visit ifpinvest.com.

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Financial advisor

Independent Financial Planning

Fee-based financial planning with integrated tax preparation1930 Isaac Newton Square, Suite 205, Reston, VA

Fee-based fiduciary
Free intro call
Founded 2015

Call (571) 969-1458 Website Directions

About Independent Financial Planning

The story

What they offer

Services & specialties

Comprehensive Financial Planning
Retirement Planning
Tax Preparation
Tax Planning
Investment Management
Alternative Investments
Government Contractor Benefits
Thrift Savings Plan
FERS Retirement System
Estate Planning
Thrift Savings Plan (TSP)
College Planning

Before you go

Good to know

What does Independent Financial Planning offer?: Independent Financial Planning is a financial advisor in Reston, VA. Services include comprehensive financial planning, retirement planning, tax preparation, tax planning, investment management, alternative investments, government contractor benefits and thrift savings plan. Fee-based fiduciary, Free intro call and Founded 2015.
When is Independent Financial Planning open?: Mon – Fri: 9 AM – 6 PM; Sat – Sun: Closed.
Where is Independent Financial Planning?: 1930 Isaac Newton Square, Suite 205, Reston, VA 20190.
How do I contact Independent Financial Planning?: Call (571) 969-1458 or visit ifpinvest.com.

More local favorites

Financial advisor · Reston, VA

Explore more in Reston

Financial advisors Roofers Painters Bars & breweries Wine & liquor stores Doctors & clinics Mortgage & lending IT services Smoke & vape shops Other local businesses

For local business owners

Own a business in Reston? Put it in the spotlight.

Listing your business here is free. Featured is $49 a month:

Top of your category
No competitors on your page
Leads sent straight to your inbox

Add or claim your business What Featured includes Run the community postcard for Reston

Call Directions Website

Independent Financial Planning

The story

Services & specialties

Good to know

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Independent Financial Planning

The story

Services & specialties

Good to know

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Own a business in Reston? Put it in the spotlight.