The Value of Advice

Choosing your financial planner is a major life decision:  this is a relationship that should last for many years.

As an independent company, we offer our clients a level of personal service that is difficult for most financial institutions to match.  Creating a truly effective financial plan requires an understanding of not only your finances, but also what you want out of life.  It is important to take the time to learn who you really are and what is truly important to you.  Then, we can develop customized strategies to match your specific needs and deliver financial planning services which will help you to fully achieve your goals.

If you’ve been looking for a new approach to financial planning – a more personal approach based on trust and mutual respect – Innovex Financial Services offers our clients a unique, individual and caring approach.

We believe in keeping you updated on all aspects of your financial situation through:

  • Consistent progress reviews
  • Detailed and understandable account statements
  • Phone/Skype appointments whenever you need one
  • Quarterly Innovex newsletters
  • Monthly E-Wealth reports
  • Access to your account information, available 24/7

We offer many different investment products, and we excel in our ongoing client care.  In addition to the regular communication you will receive from our team, we are only a phone call away if you have any questions or need some advice.