Vision and Mission:

The Council of Independent Financial Advisors [CIFA] was established in 1994 as a national non-profit alliance of premier Independent Registered Investment Advisors. CIFA’s mission is to provide resources and direct benefits to member firms and their clients, thereby supporting them in attaining the highest standards of client-centered investment and wealth management.

The vision for CIFA is to create tangible value for both members and their clients through the development of a number of long term, formal strategic partnerships. Through the CIFA alliance, members establish a nationally recognized standard of practice, capitalize on the creation of cross-selling opportunities, provide access to quality internal/external networks and capture a greater market share.

The organization’s fundamental purpose is to furnish support services to its independent advisor-members so that they may compete effectively within this rapidly changing and volatile industry, and to provide tools for the members to grow the equity value of their business. Future potential may exist to merge or to go public