By: Samantha Thacker
Independent Investment Advisors has made a name for itself with its holistic and tailored approach to serving high-net-worth individuals and families. Ognjenovic’s visionary leadership and dedication have set a new benchmark in the industry.
A Financial Visionary’s Journey
Goran Ognjenovic began his career in 2003 as an independent investor. His deep understanding of the markets and investment strategies led him to establish Independent Investment Advisors. Today, he leads a team of experts dedicated to helping clients achieve financial freedom. “Seeing my clients transition from anxiety to enjoyment in their lives is incredibly inspiring,” Ognjenovic reflects.
Comprehensive Wealth Management
What sets Independent Investment Advisors apart is its all-encompassing approach to wealth management. The firm offers a wide range of services, including financial planning, retirement planning, tax planning, investment management, risk management, and estate planning. This integrated strategy ensures that all aspects of a client’s financial life are seamlessly coordinated. “We work with a limited number of clients, which allows us to build deeper relationships and provide custom financial plans tailored to each individual’s needs,” Ognjenovic explains.
Philosophy of Incremental Improvement
A cornerstone of Ognjenovic’s success is his philosophy of “continuous incremental improvement.” This principle focuses on making small, manageable changes that lead to significant progress over time. “I’ve been teaching my kids this concept—whether in work or sports, success requires hard work, dedication, and perseverance. By focusing on small, daily improvements, we can achieve remarkable results over time,” he shares.
Adapting to Financial Changes
In a world of constant financial flux, staying ahead is crucial. Independent Investment Advisors is committed to helping clients navigate these changes, particularly with upcoming tax code alterations due to the sunset of the Tax Cuts and Jobs Act (TCJA) in 2025. The firm provides expert tax planning to ensure clients are prepared for the reversion of tax rates and standard deductions.
Practical and Personalized Approach
Independent Investment Advisors prides itself on its practical approach to wealth management. Ognjenovic emphasizes that their strategies are straightforward and free from unnecessary jargon. “Our approach to business and wealth management is very practical and not academic. We don’t generally use big words or elaborate theories,” he says. This clarity and simplicity have resonated with clients, fostering trust and long-term relationships.
Looking Ahead
Independent Investment Advisors are expanding their multifamily wealth management office, reflecting ongoing growth in this sector. Their short-term and long-term goals focus on providing the financial and wealth advice possible while staying adaptive to the ever-evolving financial landscape. “Financial markets and tax rules are always in flux. Our ongoing mission is to stay on top of those changes and help our clients adapt,” Ognjenovic states.
For more information on Independent Investment Advisors, visit their website.
Disclaimer: ”This content is for informational purposes only and is not intended as financial advice, nor does it replace professional financial advice, investment advice, or any other type of advice. You should seek the advice of a qualified financial advisor or other professional before making any financial decisions.”
Published by: Nelly Chavez
