Who We Are

Ingenuity Financial Services is an independent financial services firm. We manage assets "hands-on" and our total client assets exceed $170 million (as of July 2018). Our clients come from all stages in life; client accounts vary in size from $100,000 to more than $5 million. 

We believe good relationships are the heart of good business. This ethic guides our work with clients as we help them solve their individual financial puzzles. We believe no single investment constitutes an investment strategy. We take a broad view of the entire investment horizon and develop individualized solutions to target our clients' needs.

At Ingenuity Financial Services, we know our clients. We listen to them—and we personally administer every account. We work with you to effectively manage your portfolio in the way that works best for you. We don’t ship you off to a third-party manager or expect someone else to create the results that are so important to your financial life.

At Ingenuity Financial Services, we work to minimize the effects of risk in your life. These risks take many forms: inflation risks, market risks, insurance gaps and losses, bad investment decisions, liability risks, and high fees. We help you determine your best plan for success. As independent financial professionals, we have the freedom to provide diverse guidance and insight to you, unhampered by the dictates of a "parent company."

At Ingenuity Financial Services, we make financial planning understandable. We don’t produce pounds of paper or numerous reports to prove we are doing our job. We do give you the information you want in a way that is meaningful to you. It is one of the things we do best, and doing our best has kept us in business for more than 30 years. Since 2015, we have been managing more than $140 million of client assets. A sure sign, we believe, that you think doing our best works for you.

At Ingenuity Financial Services, trust is the essential element that makes our relationship with you dynamic. We work hard to earn your trust—and we work hard to safeguard it once it has been earned. We gain most of our new clients through referrals from existing clients. We do business with your family, friends, neighbors, and work associates. We consider these referrals a sign of ultimate trust and we strive to never disappoint.

At Ingenuity Financial Services, we build long-term relationships. We strive to provide sound management and financial advice that withstand the test of time. We are privileged to have multi-generational connections with numerous clients—it is not uncommon for us to know three generations of a family. It is our goal to be there for you, also, throughout your life— and the lives of those important to you—helping you pursue your most important dreams. 

At Ingenuity Financial Services, we are often the final piece in the financial puzzle of our clients’ lives. We take pride in our ability to help bring the whole picture together for you. Our approach to business is not unique; it has been around for generations. But in today’s marketplace, it is an approach that can sometimes be hard to find. We have strong relationships with our clients, we listen to our clients, we educate our clients, we are trustworthy, and we are in it for the long haul. Our clients tell us they are grateful they have our guidance—and we wouldn’t have it any other way.