About

About Us

Who we are.

At MyRemoteFA, powered by Innovative Financial Group, our goal is to help you best manage your finances through a personalized strategy tailored to your needs and customized around your schedule. We are a team of financial advisors available to help you understand your finances and develop a personalized plan to align with your needs, goals, concerns, and expectations. Our network of trusted advisors use the latest technology to provide a modern approach to managing your finances. In addition, we recognize the value of your time and make it easy for you to connect with us remotely through phone, email, and screen sharing. We offer the services of a traditional Financial Advisor relationship, but with the added convenience of meeting on your terms.

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What we do.

At MyRemoteFA, our goal is to help you best manage your finances through a personalized strategy tailored to your needs and customized around your schedule. Whether you’re looking for a financial plan to get you started, or a dedicated advisor to help you achieve your financial goals, we want to know what’s important to you, your spouse, and your family- and how you see your needs changing over time.

How we work.

When working with MyRemoteFA, we recognize the value of your time and make it easy for you to connect with us remotely through phone, email, and video. We utilize industry leading financial planning software, professional money managers, and a robust client portal to provide you financial advice on your terms.