Independent Financial Management LLC, formerly known as Wigen Financial Services LLC, has recently announced a name change to better reflect the company’s growth and expansion. Founded by James R. Wigen, the firm specializes in Custom Portfolio Management, Wealth Management, Financial/Retirement Planning, and Insurance Services for Individuals and Businesses.
The decision to change the name to Independent Financial Management LLC (IFM) was made to create a brand that is not tied to the founder’s last name, but rather reflects the independent nature of the company. This change will allow new financial advisors joining the firm to build their client relationships under a company name that represents their collective efforts and the independent approach that IFM operates under.
IFM operates as an Investment Advisor Representative firm under the umbrella of Independent Financial Partners (IFP), a Registered Investment Advisor firm with over $10.5 billion under management as of January 1, 2023. This partnership provides IFM with a strong foundation and support to deliver exceptional financial services to its clients.
The company’s dedication to providing tailored financial solutions has been the cornerstone of its success since its establishment in 1996. With a focus on serving both individual and business clients, IFM has built a reputation for delivering comprehensive and personalized financial strategies to help clients achieve their goals.
As part of its growth strategy, IFM is actively expanding its team of financial advisors to further enhance its service offerings. The name change to Independent Financial Management LLC represents a new chapter for the firm, signaling its commitment to continued growth, innovation, and a client-focused approach.
As the financial services industry continues to evolve, IFM remains dedicated to staying at the forefront of industry trends and best practices. By rebranding to Independent Financial Management LLC, the firm is positioned to create a lasting and impactful presence in the market, attracting new talent and expanding its client base.
James R. Wigen, the founder of IFM, is enthusiastic about the company’s rebranding efforts and the opportunities it brings for the firm, its employees, and its clients. The change in name reflects IFM’s vision for the future and its commitment to providing independent, personalized, and top-tier financial services to its clientele.
The rebranding of Wigen Financial Services LLC to Independent Financial Management LLC is a testament to the firm’s dedication to evolving and adapting to better serve its clients and foster a dynamic and thriving work environment for its team. This change represents an exciting new phase for IFM as it continues to build on its strong foundation and expand its reach in the financial services industry.
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