Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors


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One thing I was taught when I was growing up, was to always leave a place better than you found it. This quote has stuck with me my entire life and now I can apply it to the investing world. You might ask how? The answer is with Socially Responsible Investing. Socially responsible investing is often referred to as ESG investing for the criteria on which companies are evaluated – Environmental, Social and Governance. Sustainable investing, which considers global challenges such as climate change, social inequality, and unethical business practices, can be accomplished by allocating a portion of your investable assets into companies which follow these principles. Through sustainable investing, not only can you aim to make a positive impact on society and the environment, you can also potentially improve the risk/return characteristics of your portfolios by factoring ESG criteria into your investment decisions. Here at Independent Financial Services (IFS), we pride ourselves on providing a variety of investments tailored toward your values and ESG investing. We offer “green” and socially conscious bonds and stocks along with asset allocation models and portfolios focused on ESG principles. If aligning your investment choices with your personal values is of interest to you, IFS has you covered. Now we all can leave the world a little better than we found it.

Branden has been a key member of the Independent Financial Services (IFS) team since 2013. He is a Financial Advisor, Portfolio Technician, Certified Financial Planner, and Accredited Asset Management Specialist. Branden’s professional registrations include the Series 7, Series 66 as well as Florida Life, Health and Variable Annuity insurance licenses. As a Financial Advisor, Branden develops financial plans for clients which includes creating and modeling different possible financial scenarios, preparing client reports along with providing key recommendations for helping clients achieve their financial goals.  


Incorporating sustainable investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks.